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Events
Bette Lynn is happy to present financial education in a variety of venues:
at-home money parties for you and your friends
lunch & learn seminars for employees
meetings for charities' prospective donors
networking groups
Topics that are currently available:
Financial Planning
Retirement Planning
Protecting the Downside of Life
Planning for Special Needs
Cash Management
Investments
Tax Strategies
Charitable Giving
College Planning
Asset Allocation
Estate Planning
She has provided seminars for employees of Macy's, Pitney Bowes, Unilever, and St. Vincent Hospital in New York City.
From time to time we may host client events, informational seminars, and even some baking classes. Check here for the latest schedules.
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