Whether you’re a firm hosting client-facing seminars, a company improving employee financial literacy, a business conference seeking engaging seminar content, or an organization training financial associates, An Eye For Money provides a clear path to financial literacy and a foundation for customized education and consulting services.
Because financial life unfolds in three distinct phases—the accumulation of wealth, the conversion of wealth into reliable income, and the protection and distribution of wealth to others—our programs are designed to address the critical questions and decisions unique to each stage.
