Seminar/Workshop Calendar

The Ph.D. in Money offers a wide-array of financial management workshops.  Our educational workshops range from an introduction to basic financial principles to an opportunity to obtain a "Ph.D. in Money".  In the spectrum of workshops, participants can gain insights into: tax planning, college funding, retirement strategies, and the gamut of insurance topics.

Effective Credit & Debt Management: Understanding the premise upon which wealth is built.

Retirement Planning (Pre- and Post): Effective strategies for cash management, asset allocation, tax planning, and retirement distribution.

Insurance Leveraging Techniques: Strategies on preserving one's wealth.

Estate Planning (Basic and Advanced): Essential wealth distribution concepts.

Annuity Basics: Learn how to accumulate, protect and manage money via the use of annuities.

No financial products will be offered for sale during the presentations.

Upcoming Events 

Please contact us for more information or to make a reservation.