Mon - Fri : 9am-5pm

Workshops & CLEs


We offer small group workshops on topics including:

  • Financial Empowerment
  • Paycheck to Playcheck
  • The Retirement Pink Zone
  • Personal Finance 101
  • Investing with Confidence
  • Creating Strong Money Habitudes

We will gladly customize workshops to the needs and time requirements of your small group.


Continuing Legal Education

We offer Continuing Legal Education programs to attorneys for both general CLE and ethics CLE credit. These programs can be customized to the needs and time requirements of the organization, and have been offered through local, regional, and state bar associations, firm-wide “lunch and learns,” webinars, and through other CLE providers. Recent topics have included:

  • Critical Finance Errors in Divorce
  • Dissecting QDROs
  • Finance 101
  • Keys to Managing Financial Information
  • Retirement Benefit Plans 101
  • Ethical Issues Surrounding the Financial Declaration