We present informative financial education courses

Prism Financial Resources believes that financial education is a vital part of investing.

We offer a variety of seminars offered through SMMS and Emerald programs which have delivered financial education to more than 10 million people nationwide. These programs have been sponsored by more than 10,000 corporations, organizations and educational institutions across North America.

As an authorized instructor for the Los Angeles area, we have conducted classes for the Metropolitan Transportation Authority (MTA), Los Angeles Times, The Big Blue Bus, and taught classes at UCLA, California State University: Los Angeles, and Long Beach College.

Our seminars introduce you to the key concepts and practices of money management for a more secure future. You’ll learn how to generate a steady income, protect your assets from erosion, minimize taxes, and provide financially for yourself and your spouse. Our seminars are designed for individuals, couples, and small business.

Here are the courses PFR currently presents to the public and at worksites:

  • Financial Strategies for Successful Retirement
  • Roth IRAs
  • Financial Management
  • Income for Life
  • Long Term Care

All of PFR’s courses include an optional private consultation where attendees can meet with their instructors to discuss their personal financial goals and concerns.


Want to learn more about what Prism Financial Resources can do for you or your business?