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THE CORPORATE LECTURE SERIES
The Corporate Lecture Series is designed to provide information on personal financial management to members of corporations, private and non-profit organizations, professional associations and schools. Some of the organizations which have introduced programs include: Citibank, Estee Lauder, Coach, Clinique, Time Warner, Swiss Bank, Colgate Palmolive, BBDO, The New York Times, The 92nd Street Y, Speaking of Women's Health and Dress for Success.
The Seminar Program is an opportunity for individuals to learn the financial building blocks that have never been taught in school or at home. The presentations are entertaining and easy to understand. Every question is answered. Some of the most requested seminars are:
- How to Achieve Financial Self-Confidence
- Financial Planning Basics
- Goal Setting - the Key to Financial Planning
- Who Can You Trust - How to Get Financial Help
- Understanding Mutual Funds
- How to Financially Survive:
- A Divorce
- The Death of a Spouse
- The Loss of a Job
- A Disability
The Investment Workshops provide a hands-on approach to allow participants to create their own solutions using worksheets that are explained and filled out during the session. There is active participation in the group and questions are encouraged. Any suggested financial topic can be developed into a workshop. No More Fear of Finance or The Let's Get Real Financial Journal can be distributed and used in conjunction with the presentation. Other successful, popular titles include:
- How to Pay for What you Want
- How to Create Additional Cash Flow
- How to Get Out of Debt - And Stay There
- How Much Insurance Do You Need?
- How to Develop a Personal Investment Strategy
- How to Prepare for your Child's Education
- How to Plan your Retirement
- How to Get the Most from your 401(k)
- How to Read the Financial Section of the Newspaper
- How to Read a Mutual Fund Prospectus
- How to Develop a Money Management System
Many times, employees need more than a seminar or workshop to help them in life planning decisions. Individual counseling for workers and their families is a welcomed complement in various situations including:
- Pre-Retirement Planning
- Survivor Support
- Company Buyout
- Debt Reduction
- Layoffs
- Marriage
- Divorce
To get more information on The Corporate Lecture Series, or to schedule a meeting with Ann Diamond to discuss ways to improve the personal financial outlook for your employees, send an email to Ann@anndiamond.com
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