We present informative financial education seminars
Prism Financial Resources believes that financial education is a vital part of investing.
Due to the Covid-19 Pandemic we have move our in-classroom seminars online offering a variety of webinars – the same content previously in a face-to-face environment. These programs have been sponsored by major corporations and organizations throughout Southern California for the past 20-years.
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, understand the role real estate can play in your portfolio and provide financially for yourself and your spouse. Our seminars are designed for individuals, couples, and small business.
Here are the webinars currently offered to the public and at worksites:
Guaranteed Income for Life
Metro Drop Plan, 457, 401-K, and Lump-Sum Rollover
IRAs, Traditional, Roth, and IRA Rollover
Mortgage refinancing
Long Term Care (LTC)
All of PFR’s courses include an optional Free Zoom private consultation where attendees can speak with their instructors to discuss their personal financial goals and concerns.
Interested in one of our Seminars?
Complete the form below.