Book Edelman Financial for Your Next Event
Financial education has always been an integral part of Edelman Financial Services –beginning way back in the 1980s, when Ric and his wife Jean presented college planning seminars to elementary school PTA groups.
We now have an entire team of our financial educators who can give your organization entertaining and informative seminars, each created by Ric Edelman, the #1 Independent Financial Advisor in the nation as ranked by Barron’s*. Topics include:
Presentations range from 30 to 90 minutes, including Q&A. And, all attendees receive a FREE copy of Ric’s #1 bestseller, Rescue Your Money!
We’re happy to continue our tradition of serving the community by improving financial literacy, and we invite you to help the folks at your workplace or organization get the financial advice they need in these challenging times — because, after all, money doesn’t come with instructions!
To see if your organization qualifies to receive a presentation at no cost, contact: firstname.lastname@example.org or complete the form below.
*According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
Advisory Services offered through Edelman Financial Services LLC. Securities offered through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.