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Financial Seminars

Presented for CONCERN:EAP by CLC Inc.

Seminars feature engaging, interactive and action-oriented strategies that increase your understanding and skills. Employee seminars are one hour in length including time for questions. Manager seminars are typically two hours in length. Participant guides are provided.

Financial Seminars

  • Getting and Keeping Good Credit
  • Money Basics: Spending, Borrowing, and Saving It
  • Dreaming of Retirement
  • Identity Theft: Prevention and Resolution
  • Making Tax Returns, Less Taxing
  • Investing: A Beginner’s Guide
  • Estate Planning
  • Legal Issues for Older Relatives

To schedule a seminar, contact CONCERN: EAP's Training Coordinator at 650.988.7420 or your Account Executive. Click here to download a comprehensive list of our 2016 Seminars.

Seminar Overview

Requested: Min. of 10 and max. of 25 participants 5 weeks advanced notice for scheduling.
Cancellation Policy: Cancellation with less than 5 business days’ notice may result in fee or forfeit of on-site hours.
Set-Up: The customer is responsible for room set-up and audio/visual equipment.
Recording: Video or audio recording is not allowed without written permission.

Tutorial Videos