New Jersey Professionals

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Financial Seminars

Hello,


As you know, many adults would welcome the opportunity to enhance their financial knowledge, but do not have the time to commit to a full semester of courses.  There is a way for your Company/Organization to offer your employees/members the opportunity to enhance their knowledge through a series of brief financial seminars, often offered as part of a lunch-n-learn employee/member benefit program, at no cost to the company/organization or employee/member.


As a Financial Professional, I specialize in providing on-going educational workshops/seminars on various financial topics that can help individuals achieve their personal goals.  I frequently present seminars in the areas of retirement planning, college funding, general financial issues, investing and asset allocation, to name a few.  These seminars are often customized to meet the specific needs of the participants. The seminars are purely educational, and do not discuss, promote or solicit any specific products.


We can help your employees\members demystify crucial financial concepts and issues, understand the options available and develop realistic roadmaps to enhance their personal  financial situation.  During the past few months, our seminars have addressed and alleviated
many of the questions and concerns people have regarding today’s economy and financial markets.


Employers\associations also benefit in many ways:

  • Provides a valuable and high-visibility service at no cost
  • Reinforces commitment to employee/member welfare
  • Helps keep morale high and increase retention
  • Encourages participation in Company/group plans
  • Helps satisfy ERISA and fiduciary responsibilities       .

If you feel your company and employees could benefit from an ongoing, interactive financial education program, please contact to me at +1 973.223.0057 to schedule a time to meet to review our program and materials.  I look forward to speaking with you!

Sincerely yours,


Sharif Muhammad, MBA, CPA

Unlimited Financial Services LLC
973.223.0057 (Tel)

973.556.1608 (Fax)


Tags: Advisor, CPA, Financial, Insurance, Investments, Retirement

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