Educating the public on financial planning matters and sharing our perspectives is a passion at Modera.
We often host educational events at our offices for clients, their families, and their friends.
Modera speakers are open to discussing the possibility of providing educational seminars to your organization on topics of your choice, at no cost to you.
Let us tailor a topic to your organization’s needs.
Our experience in the full spectrum of financial issues faced by those involved in the corporate and nonprofit worlds enables us to deliver customized presentations that are relevant and interesting to your audience.
Here’s a sampling of the topics we can cover:
Contributing to the Greater Good: Advanced Charitable Planning for High Donors
Physician Heal Thy Finances: Dissecting the Financial Lifecycle of a Medical Professional
Keeping a Close Eye: Examining an Ophthalmologist’s Financial Life?
Unwrapping the Package: How to Navigate Executive Compensation
Divorce Discussion: Understanding the Financial Impact
Operation Tax Reduction
Navigating Compensation: Strategies for Managing the Ways You’re Compensated
Juggling Work, Life, and Money: Tips for Beyond-Busy Professionals
Protecting Your Legacy: Making Sure Your Money Plans Stay Intact
Fly Fishing and Your Financial Life: How to Reel in the Retirement You Deserve
Less Is More (for You): Reducing Your Personal Income Tax Liability
Smart Exit Strategy: How to Choose a Severance Package
Early Retirement: Making the Future Come Faster
Best Financial Practices for Business Owners
The Healthy Life/Healthy Money Connection
Financial Know-How for Nonprofits
Spending Policy Considerations for Nonprofits
Business Owners : Is Your Financial Bucket Leaking?
The Art and Science of a Creating a Tax-Sensitive Investment Portfolio
Business Owners: How to Grow Assets Beyond Your Business
Financial Self-Defense for Seniors
Staying Skeptical: How to Recognize Scams that Target Seniors
Just in Case: Bringing Your Spouse Up to Speed on the Family Finances
When Aging Parents Need Help: Strategies for the Sandwich Generation
Financial Planning Boot-Camp: Why it’s Beyond Retirement and Investments
Tax-Savvy Ways to Be Generous to Your Grandkids