Seminars

Prism Financial Resources believes that generic financial education is a vital part of the financial planning process. We offer public and work site financial education courses to serve the varied needs of our clients.

PFR courses are developed and maintained by Successful Money Management Seminars®, Inc. (SMMS) and Emerald Publications®, America’s leading financial education specialists. SMMS and Emerald programs have delivered financial education to more than 10 million people nationwide. These programs have been sponsored by more than 10,000 corporations, organizations and educational institutions across North America.

Here is a listing of the courses PFR currently presents:

@WORK™ Financial Seminar

The @WORK Financial Seminar helps employees of all ages, incomes, and occupations understand a wide range of financial concepts. This is a modular course that can be presented as a one- to seven-session seminar covering:

  • Financial Principles
  • Investments
  • Investment Strategies
  • Retirement Contributions
  • Retirement Plan Withdrawals
  • Risk Management
  • Estate Planning

@WORK can be modified to include a comprehensive overview of an employer’s benefit package.

PFR currently offers @WORK to employees of the Los Angeles Metropolitan Transit Authority, the Los Angeles Times, the Big Blue Bus and Long Beach City College.

Financial Strategies for Successful Retirement

Financial Strategies for Successful Retirement helps people ages 40 to 65 prepare for a secure retirement. This four-session course shows pre-retirees how to save and invest, reduce taxes, manage risk and plan their estates. The course agenda covers:

  • Financial Basics
  • Retirement Income
  • Investments
  • Risk Management
  • Estate Planning
  • Retirement Lifestyles

This course is currently offered to the public at Long Beach City College.

Understanding 401(k) Retirement Plans

Understanding 401(k) Retirement Plans shows attendees how to make the most of their 401(k) plans. This class demonstrates ways to maximize the effectiveness of this important financial asset. Participants learn the features, potential benefits and possible drawbacks of 401(k) plans. They discover the factors that affect their contributions, how to allocate dollars and ways to access money. Attendees learn why too much of a good thing may hurt them, and how to forecast the amount of money they’ll need to retire.

Long Term Care

Long Term Care explains long-term care, how much it costs and who pays for it. This class answers long-term care questions and explains how this growing national concern affects elderly people and their families. Attendees learn how to preserve their independence, protect their assets, and ensure that they receive quality health care.

All of PFR’s courses include an optional private consultation where attendees can meet with their instructors to discuss their personal financial goals and concerns.

Seminar Registration
 
   

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Securities offered through LPL Financial
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