We present informative financial education courses

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 are the courses PFR currently presents to the public and at worksites:

• Financial Strategies for Successful Retirement
• Roth IRAs
• Financial Management
• Income for Life

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.