Education Programs

Financial Education Programs

Life and Money Consulting provides personal financial education in a number of formats for individuals and groups.

We offer:

General Education – Life and Money financial education programs are designed to simplify the complex world of personal finance for individuals, couples, organizations and employees.

Teleconferences – Phone conferences that review and support our financial education programs.

Private Instruction – For those who prefer private education over a group setting, our private consultations provide an improved understanding of personal finances helping our clients to create achievable goals while overcoming the basic obstacles that might hinder financial success.

Conferences and Community Education – Life & Money can help you make your next conference a success. Be sure to ask about our special programs for non-profit groups.

Professional Development – Life and Money Consulting is an approved provider of Act 48 Continuing Professional Education in Pennsylvania.

For the Advisor- The Life & Money client appreciation program is designed for the legal, tax, or financial advisor that wants to offer a purely objective educational program. We will provide our general education programs for your clients. This appreciation event is ideal for participants in transition (divorcing, widowed, career displacement).

Business Mentoring Program – As founder of a mentoring program for a local business women’s organization, our CEO, Sheila Jacobs, has unique insight into the obstacles that exist for the emerging entrepreneur.  Her mentoring services are available individually or in a group format.

All of our programs, seminars and workshops are designed to help individuals reach financial goals and begin improving their understanding of money management.