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In
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Workshops and Presentations by Aikapa:
Corporate Workshops
We do not sell securities or financial products of any kind and we do not receive commissions. Our clients can be certain that we provide unbiased advice that is tailored to their specific needs. Our goal is to help you achieve your financial goals.
Since we understand the lengthy commitment to education that our clients have made in their lives we know they will best benefit from a solid group session where we spend time providing specific guidance on financial topics.
We are usually asked to address retirement, benefits, and specific employee concerns. Our workshop is NOT a sales pitch. Its only purpose is to provide practical information to help participants deal with financial situations. New employees, in particular, benefit from understanding the value of staying with a company and accruing the long-term rewards available in a benefit package. Everyone benefits when employees learn how to better manage their finances.
In addition, Aikapa will provide coaching to executives on a one-to-one basis, including cash flow management, tax planning, risk management, and investment management.
Topics:
- Planning for retirement
- Planning for Taxes and Cash Flow
- Evaluating your Risk Exposures
- Maintaining and Improving Your Credit History
- Home Purchase Basics
- Investments 101
- Planning for College
- Emergency Preparedness: How to Manage your Finances and Financial Documents
- An explanation of your company's 401k Plan
- Ways to manage Cash Flow
- How to Discuss Finances with Loved Ones
- How to set Goals and maintain them
- How to Manage Finances During Job and Layoff Situations
- How to work with stock options
Aikapa Workshops and Presentations:
- Retirement Planning:
How much do you need?
- Protecting your Investments: Balance Risks & Needs
- Buying or Renting a Home: Projecting What is Right for You
- Long Term Investments:
Asset Mix, Fees & Rebalancing
- Life Happens - Are You Prepared? An introduction to financial planning for scientists
For a list of upcoming client seminars, public workshops and presentations please call us at 415-548-0257. For questions related
to Aikapa In The Media, please feel free to contact us.
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