Our principals would be happy to speak at your next event, meeting, or gathering. We frequently speak at events staged for allied professionals, community service organizations, church assemblies, Moms’ groups, and youth troops/packs/teams. Naturally, we can tailor the presentation to suit the needs or attributes of the specific group. Please contact us at info@pauleyfinancial.com to inquire about this service.

Sample Presentation: Tying Up Life's Loose Ends

PFSI Seminar Series:

• Tying Up Life's Loose Ends
• Special Needs Planning
• The Path to Financial Freedom
• Preparing for the Next Inevitable Downturn
• Designing a Tax Efficient Portfolio
• Blended Family Finance 101
• Health Care Decisions You Face Now
• Gifting Strategies
• Required Minimum Distributions
• Tapping the Lender of Last Resort - Your Home
• Money Matters 4U! - www.moneymatters4u.org