Financial Literacy Seminars

Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses. Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. No sales pitches are allowed before, during, or after the seminars.

If you are interested in providing financial literacy seminars or workshops at your organization, please contact us. A custom curriculum can also be created to meet the specific needs of your organization, employees, or constituents.

Seminars are offered by Joshua Escalante Troesh, a fiduciary financial planner and a Tenured Professor of Business.

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Offer a Seminar

If you would like to bring financial literacy education to your organization, contact us using the button below.

The next step will be a Discovery Call to discuss your organization’s needs, answer any questions you have, and explore how a financial literacy seminar can help your constituents.

Popular Seminar Topics:

  • Affording Your Child’s College Education

  • Planning For Retirement and Understanding Social Security

  • Personal Finance Steps for Engaged Couples and Newlyweds

  • Building a Working Budget and Managing Debt

  • Improving Income: Career Planning & Entrepreneurship