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Workshops and Seminars

CLC, the leader in financial coaching / education, legal referrals & identity theft protection, provides financial classes in combination with individualized telephonic financial coaching to create ownership and accountability in implementing the concepts learned in class. CLC’s staff financial coaches have successfully led hundreds of thousands of individuals through financial behavior improvement.


The EDSA Group® has been recognized for its proven, results-driven programs. Offering financial education solutions since 1993, EDSA is an independent financial education company that specializes in teaching people to make informed decisions about their personal finances and employer-sponsored benefit plans. EDSA offers an array of tools to assist almost every audience: individuals, companies and organizations, as well as financial professionals and institutions. All tools can be private labeled and customized to suit your unique needs. Tools available include live workshops, software, and an E-Learning tool , www.goodmoneyhabits.com


Financial Finesse's award-winning workshops provide participants with hands on, interactive forums where they can learn to apply critical financial concepts to their own lives from an unbiased perspective. Each workshop is delivered by on-staff Certified Financial Planner™ professionals with more than 10 years experience in financial planning. Our workshops are comprehensive and give participants a personalized financial plan they can use to achieve their own financial goals.  Financial Finesse's workshops are also broadcast to employees anywhere over the internet through world-class webcasting technology that creates a highly engaging and interactive experience. Webcasts cover the same curriculum as live workshops, with features available such as chat, online polling, and interactive computer models that allow for collaboration and instant feedback.



Money Management International (MMI) is a nonprofit, full-service credit-counseling agency, providing confidential financial guidance, financial education, and counseling services, including housing counseling, bankruptcy counseling and education, and debt management assistance. MMI has been helping consumers trim their expenses, develop a spending plan, and repay debts since 1958. Counseling is available by appointment in branch offices and 24/7 by telephone and Internet.  Services are available in English or Spanish. To learn more, call 800-515-2227 or visit www.MoneyManagement.org.

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