Workshops general Info

Money Management Educators, Sacramento


Our comprehensive SEMINARS are highly interactive using workbooks that attendees are encouraged to complete themselves. Our hands-on education workshops are specifically designed and presented to motivate and engage our audience.

Our INDIVIDUAL SESSIONS provide employees with MAP – a highly customizable process for personal financial wellness. Participants have found MAP to be an extremely valuable tool to help visualize and achieve short-term and long-term financial goals.

The MAP programm (Macro Asset Perspective®) provides a balanced accumulation strategy focusing not just on the customary practice of risk diversification, but also incorporating the concept of tax diversification between pre-tax and after-tax investment choices.


Our GOLD KEY ELITE SERVICES are reserved for employees for whom you would like to provide a premium individualized benefit. These key employees, and their families, are given personal access to our instructors. They also receive dedicated Gold Key phone and email access for scheduling with our instructors.

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