Seminar for Group Audiences
For a more effective understanding and to capture the spirit of the principles that serve as the foundation of the CheckBook Money Manager, we offer on-site instruction for groups of 20 or more attendees.
This 75-minute presentation is both educational and entertaining. Our Director of Sales and Marketing demonstrates the power of viewing your personal and family budget from a new and unique perspective – one that serves as the motivation for implementing the solutions inherent in the CheckBook Money Manager.
This seminar is ideal for…
- business owners interested in supporting their employees’ efforts to bring financial stability into their personal/family life. This results in a more productive work force with less turn over of personnel.
- credit unions and other financial institutions as an offering to their customers. Depositors and shareholders who are managing their money prudently make much better long-term customers.
- potential clients of investment organizations. By applying the principles and techniques taught, individuals find that they finally have discretionary income available for the variety of investment opportunities in the market place.
- those in the educational arena – especially those focused on teaching the high school aged youth. It is perfect for training these young people the valuable principle of living within their means and not allowing poor money management habits to bury them before they even begin life’s challenging journey.
- those trying to climb out from under tremendous debt burdens. It augments the programs offered through credit counseling services by helping to eliminate the debt/bankruptcy cycle caused by poor financial decisions made on a daily basis.
Please contact Mark Clary for details and to schedule a seminar.
(801) 255-1881 or
