1781 Highland Avenue
We enjoy going to local colleges and businesses and providing financial seminars to better educate the attendees on some of the challenging concepts they are facing in their financial lives. We educate you on trending concepts happening in the world that may affect you and your finances.
We have presented all over the United States and are always interested in adding seminars to our calendar. To schedule a seminar with our team, please fill out the form below.
We have presented on a number of topics and are constantly adding new seminars to the mix. Here are some of the seminars that we have in place that are a crowd favorite:
Financial Life After Yale
John Caserta presented to 250 students from Yale University in the Graduate School of Arts & Sciences and the Yale Divinity School.
Financial Literacy Tour at Mt. Sinai Hospital
The Financial Literacy Tour included stops at Mt. Sinai Hospital, Middlesex Hospital and Yale Law School.
Seminar at Yale School of Forestry
Helped students understand the financial issues that they may encounter after they graduate.
Finance 101 with Sacred Heart University Division I Athletes
Presented to the Sacred Heart University Women's Division I Rugby, Soccer and Field Hockey teams after a fun scavenger hunt to get them excited for their Fall Semester.
Yale Graduate School Financial Literacy Presentation
We have a handful of seminars that we are able to utilize in our workshops but one of our favorites is educating our attendees on LEAP
Financial Success Seminar
We try to make planning for your financial future easy through our seminar to give you some simple ways to understand your money.