Bette Lynn is happy to present financial education in a variety of venues:

  • at-home money parties for you and your friends
  • lunch & learn seminars for employees
  • meetings for charities' prospective donors
  • networking groups

Topics that are currently available:

  • Financial Planning
  • Retirement Planning
  • Protecting the Downside of Life
  • Planning for Special Needs
  • Cash Management
  • Investments
  • Tax Strategies
  • Charitable Giving
  • College Planning
  • Asset Allocation
  • Estate Planning

She has provided seminars for employees of Macy's, Pitney Bowes, Unilever, and St. Vincent Hospital in New York City.

From time to time we may host client events, informational seminars, and even some baking classes. Check here for the latest schedules.