Education Offerings
We provide seminars for individuals or groups seeking general advice on investments and other areas of personal finance. The General Overview Training offerings are day-long sessions with broad agendas, whereas the Quick Start sessions are typically 90 minutes in duration and address more-specific topics.
These seminars are purely educational in nature and do not involve the sale of any investment products. Information presented will not be based on any individual’s need, nor does EA provide individualized investment advice to attendees during these seminars.
Topics covered during educational seminars will be determined mutually by the Client and EA. The topics listed below are currently offered; additional topics will be added over time, and client-specific requests for new topics or modified versions of the topics listed below are welcome.
Class size is recommended to be individuals or small groups of up to four clients.