The Alexandrite Group offers a number of seminars, workshops and classes for those with financial questions and concerns.  We take an awful lot of pride in teaching financial goal setting and how to manage money to hundreds of clients.  Our classes cover a number of areas of finance and can be tailored specifically to your group provided you have 8 or more people interested in attending.

View our calendar to see upcoming seminars.

Some of the Seminars We Offer:

Saving Money For Personal Travel The vacation you dream of might be within your reach after all.  We can teach you failsafe methods of saving your money for a vacation – whether it’s a weekend getaway to the state park or a month-long international holiday.  We will help you figure out how much money you will need—realistically—and then show you concrete steps you can take to save the money and have the vacation of a lifetime.  This seminar applies to saving for other specific goals as well.	Planning A Budget That You Can Stick To & Financial Goal Setting It is not hard to make a budget that looks good on paper. But setting your goals too high (or your spending too low) will likely cause you to break the rules and lose interest in the budget completely. In this seminar, we help you create a budget (spending plan) that will be  within your reach. You set small but important goals towards an achievable end. Soon, you will see your financial situation changing for the better.	How To Manage Money: Investing & Saving The world of investing and saving is fraught with untruths and misperceptions. Fortunately, it does not have to be that complicated. We will help you make your way through CDs, savings accounts, stocks, bonds, mutual funds, and real estate investment trusts.  Which is right for you?  Even more importantly, who should you trust with your money? And how do you set money aside for investment?	Credit Advice & Your Credit Score Let us help you help you make sound credit decisions. Our seminars help you choose credit cards, learn about minimum payment and credit scores, and establish good credit card spending habits. Soon you will not dread the day your credit card statement arrives.
First-Time Home Buyers Buying your first home is an exciting time, but also a little scary.  You are entering into a contract that may define you financial life for decades to come.  Let us help you look at the options and establish a plan for purchasing.	Retirement Planning It is never too early to start thinking about retirement saving. The earlier you begin, the better off you will be in the long run. This seminar covers the various sources of retirement income and how you should approach each: from pensions to annuities and individual savings.  We also look at current spending habits to help determine your spending needs during your retirement.		Receive information for our seminars and class schedules, please sign up for updates. Click here to sign up.