Book The Financial Education Group
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Now you can provide your company, organization, association, non-profit, community or church group a topic they need and want: Personal Finance. Whether it's investing for retirement, paying the mortgage, saving for college or supporting aging parents, your audience is looking for answers on crucial personal finance issues. The Financial Education Group delivers informative, entertaining events that will make you a star! Our team of financial educators provides highly popular presentations created by Ric Edelman, twice named the #1 independent financial advisor in the nation by Barron's.* |
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Certain groups may qualify to receive presentations free of charge, as part of our community services program! Call 888-752-6742 or complete the form below for more information and to schedule your personal finance event today! |
*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.

