idealist.org

Helping families and individuals become debt free and financially independent.

Over the last few years we have presented financial seminars to a variety of non-profit organizations. We are able to work alongside you to provide added value to your community and staff. Having the appropriate knowledge to make informed decisions is crucial in our lives, especially in our personal finances. Why is this so important today? There are two major areas in which we can all afford to improve--debt and savings. Why?

~ Debt is a huge issue today, with consumer debt reaching $2.4 trillion or $21,900 per household.
~ The savings rate in 2006 was negative. Most people are not saving and even worse yet, haven’t calculated what they need to accumulate to retire well.

We can work alongside you to present some of the following seminars:

Seminars for executive staff and benefits administrators focusing on the various financial opportunities available to non-profits and their employees (403b, 401k, IRA, etc.). This includes a free analysis to review your current retirement program. This includes a free analysis to review your current retirement program. In addition, we will conduct annual seminars and offer updates and one-on-one counseling any time a new employee joins or departs the organization, or as needed.

Seminars for staff encompassing financial concepts, including how to make money work for you, understanding debt, solving the mysteries of 403bs and 401ks, and evaluating your need for income protection. We can provide a complimentary Financial Needs Analysis (FNA) for each employee upon request.

All Seminars can be presented in English and Spanish.

I am sure you will agree with me that non-profits should be afforded all of the financial opportunities available on the market. At Primerica Financial Services (PFS), a division of Citi, we are able reach those who tend to be overlooked by the big firms. As a Financial Advisor my goal is to provide non-profit organizations with the ability to make the most of available financial resources.