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:
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.
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
A Registered Investment Advisor
Securities offered through LPL Financial
Member FINRA/SIPC
LPL Web Site