Request Presentation

A successful organization depends on the success and happiness of its people. Financial literacy plays an important role in this success.

When people feel financially aware, secure, and stable, it positively impacts their productivity. Whether you are an Islamic center or other nonprofit or for-profit business, we can customize a presentation to the needs of your constituents by combining the financial or investment topics you need to help your board, management, employees, or members achieve their financial goals.

Workshop sample topics:

  • Why it is important to grow your family’s savings.
  • How to increase your assets through timely and rewarding halal financial planning and investing.
  • Best time to start investing for retirement and how to start; timing vs. time in the market. 
  • Budgeting and financial planning.
  • What are stock donations? How to initiate, receive and manage them.
  • How timely investing can help increase the chances of securing your children’s higher education.
  • Investing 101 for women or young graduates.
  • Considerations about college financing and applying for financial aid.
  • Importance of a will and how to create one.
  • Donor Advised Funds and endowments. 
  • Custom topics.

Request Workshop/Presentation for your organization

We are looking forward to presenting at your organization. If you have immediate needs, please call 877.417.6161 during business hours. Otherwise, please complete the form and we will contact you shortly to schedule a custom workshop that fits your topic and date.