Speaking And Workshops

Corporate Education

Successful companies know that education is crucial for building employee participation. Our financial planning team can help your people understand the benefits of your programs and the choices that are available to them through group presentations and personalized one-on-one financial consultations. Please call to discuss your specific needs.  We can custom-build an education and communication plan for your company, workgroup, or business unit.

Speaking, Workshops and Group Meetings

Lamb Financial Planning believes that financial education and literacy are essential tools for anyone who seeks to achieve personal goals. Lara Lamb is available to speak or hold workshops for groups such as chambers of commerce, trade organizations, schools, or churches/synagogues, as well as informal settings such as investing clubs and new parent support groups. Some of the available topics and presentations are listed below. If you are interested in another topic, just ask!

• Financial Planning 101
• All Together Now: Combining Finances When Newly Married
• Seven Critical Financial Areas for Growing Families
• Preparing for Independence: What You Must Know Before You Retire
• Hiring a Financial Advisor?  Five Questions You Ought to Ask
• Planning for Your Children’s College Education
• Maximizing Retirement Plan Options for Small Business Owners