Appointments 2 — Building Foundations Financial Solutions

Host a Workshop With Us

We’re excited to partner with you and help share invaluable financial education with your group! Whether you want to help equip young adults with the financial knowledge they will need to make smart financial decisions when they embark upon the world as independent individuals, or you’d like to help your employees better understand their benefit options when it comes to stock holdings, company matches, and retirement access options, we can create a tailored-to-you class for your group!

Please fill out the form below and share as much as possible about the event you would like to create, including group type (i.e. employees, young adults, corporate professionals, about to retire, etc.), where you would like to host your event (we may be coordinate this for you with at least 30 days prior notice), how many you anticipate will be in attendance, preferred dates and times, etc.

We will get back to you within 72 business hours with more information.

Your Name

Phone

(###)

###

####

Preferred Contact Method

Your Company/Group

Group Type

If you answered "Other" in the previous question, please specify here

How many do you anticipate will attend?

Additional information

Please share what you feel would be important for us to know about your group, such as specific topics you'd like covered, their age group, etc.

Primary Date Request

Please share your preferred date for this workshop

YYYY

Alternative Date Options

Please share up to 3 alternative dates to host your workshop.

Time of Day

What time would you like this event to take place?

Will this event be in-person or online?

If your event will be in-person, do you have a space to host or will you need a venue?

(If this event is online, please write N/A in the box below)