FINANCIAL WELLNESS

SFS believes that we have a special responsibility to help our clients find answers by way of learning opportunities.

  MENTORSHIP
 

Guide to the Real World  

Our mentor programs offer a structured setting to develop beneficial one-on-one relationships between business students and business professionals as a friend, teacher, and guide to the real world.  Mentors have the opportunity to encourage and advise students by sharing their own experiences and knowledge of the accounting, tax, finance and financial planning profession.

  CORPORATE
SEMINARS

Maximize Potential 

We offer corporate seminars to companies based all over the world.  These seminars are customized based on the policies and vision of company.  Whether you are a small business or a multi-national company, we create an effective, interactive, and educational seminar to maximize your team's potential.

  PRIVATE
SEMINARS

For Specific Needs 

Through private seminars, we provide presentations and activities customized to suit the specific needs of your group, club or function.  These seminars and presentations explore how new developments in the U.S. and world economies are affecting investment and retirement planning needs.