Free Financial Education Workshops
Everyone is welcomed to attend the courses ages 12 and up. Mobile classroom is available for all classes for groups of 8 and larger. Sessions are a
Free Financial Education Workshops
Elm Rose Premier Services offers Financial Education Workshops. Our workshops, led by certified educators, last 45 minutes and are available in-office, via remote, or mobile classroom for any group of 8 or more individuals. Childcare is not provided, and participants must be 10 or older with an adult. To schedule a mobile classroom session call (512) 500-5158 or email Eli@elmrosepremierservices.com
Financial Workshop Topics Include:
INSURANCE:
Term Life Insurance
Whole Life Insurance
Final/ Funeral Expenses
Index Universal Life Insurance
Variable Universal Life Insurance
Disability Income Insurance
Long Term Care Insurance
Chronic Illness Insurance
Critical Illness Insurance
Estate Preservation
INVESTMENTS:
Mutual Funds
Money Market Funds
Unit Investment Trusts
529s
Health Savings Accounts
RETIREMENT:
Fixed Annuities
Fixed Index Annuities
Variable Annuities
Registered indexed linked Annuities
401k/403(b)
Traditional/ROTH/SEP/SIMPLE IRA
ADDITIONAL:
College Planning
Optimizing Social Security
Legacy Planning
Bring Financial Education to Your Business or Community
At Elm Rose Premier Services, we believe practical financial knowledge is an important part of long-term stability and success. That’s why we offer our Mobile Classroom/ Zoom Classroom—a convenient way to bring professional financial education directly to your business, organization, or community.
Our classes are designed to provide straightforward, easy-to-understand guidance on key financial topics. Sessions can be tailored for employees, clients, or community groups, and FREE of charge.
Complimentary USB Drive & Secure Digital Client Portal!