General Public

We provide valuable educational content for public workshops, employee benefit programs and community service organizations. Topics include:

  • Buying a Primary Home
  • Buying a Vacation Home
  • Refinancing a Mortgage
  • Investing in Real Estate
  • Improving Your Credit Rating
  • Reducing Debt
  • Preparing for Retirement
  • Financing Children’s Education
  • Caring For Elderly Parents
  • Changing a Job or Career
  • Starting or Selling a Business
  • Financial Strategies for Divorce Situations
  • Improving Personal Cash Flow
  • Saving Money on Taxes (joint workshop with a qualified CPA)

To schedule a FREE education course or for more information regarding the education courses that we are able to teach. Please send an email to or by calling 512-773-6729. You can also click HERE.


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