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1,000+

15,000+

COMPANY RELATIONSHIPS

225,000+

WORKSHOP ATTENDEES

WORKSHOPS PROVIDED

 

FEATURED

SERVICES

GETTING

FISCALLY FIT

This class is a great kickoff to the series, and provides a broad overview and introduction to sound financial management. We will review the roadblocks that keep us from reaching our financial goals, as well as discuss the various options for overcoming those roadblocks.

ESTATE

PLANNING

Learn strategies to reduce estate taxes, ways to keep your family out of Probate court, and how to insulate your kids’ assets from their future creditors. We’ll discuss when a Trust and/or Will are appropriate and how titling your assets may have a major impact on your estate.  

HOME OWNERSHIP & FINANCING

This class will help you understand the implications of home ownership, and provide a step-by-step map of how the purchase process works.  We’ll break the process down in simple terms and teach you an easy-to-remember method of what is most important to buyers, sellers and creditors.

MORTGAGE MARKET UPDATE

The mortgage industry continues to change at a rapid pace.  Homeowners and homebuyers will benefit from this update on industry trends, guidelines, programs and rates.  You’ll learn how to evaluate what loans are best for your situation and how to potentially save tens or even hundreds of thousands of dollars over the life of your loan.

RETIREMENT PLANNING

FIRST CLASS OR COACH?

Are you prepared? Whether you’re 10 days, 10 months, or 10 years away from retiring, there are a number of key issues to address before you can make that move. This class involves a thorough review of retirement planning and the obstacles that can keep us from reaching our goals. We will review the various retirement plans available to us as well as a look at whether or not we are on track for the type of retirement that we are hoping for.

HOME & ASSET PROTECTION

Explore different ways to protect your assets from your existing or future creditors. We will review how properly insuring and titling your house and car can protect your family. We will discuss use of umbrella policies and strategies to preserve assets for your heirs, and find out to what extent our spouses are liable for our debts. Learn how wealthy individuals use LLC’s, corporations, and trusts to protect their assets from liability and taxes.

HOUSING MARKET TRENDS

The market is constantly changing and by understanding where we are in the market cycle buyers, sellers and home owners can properly plan and save valuable time, energy, effort and money. In this workshop, we’ll explore practical information for buyer’s and seller’s to apply in today’s real estate market.

MORTGAGE FINANCE FOR FIRST TIME HOME BUYERS

We cover everything a first time home buyer should understand about mortgages. You'll learn about low down payment loan programs, mortgage insurance, closing costs, qualifying guidelines, credit scoring and much more. This workshop will separate you from the pack and enable you to successfully enter escrow and more importantly CLOSE on the home of your choice.

ABOUT US

The Foundation For Personal Financial Education (FPFE) is a national non-profit organization dedicated to financial awareness. Most people are so busy with the day-to-day job of living, they don’t have time to acquire the financial education and information necessary to lay the foundation for a secure and prosperous future. Through our workshops, FPFE introduces several keys to a successful financial future, including debt reduction and cash management to name just a few.

FPFE has been educating employees regularly since 1994, and our organization consists of financial professionals who donate their time to speaking and counseling. Experienced financial, legal, accounting, real estate, and mortgage professionals are specially trained and Certified to conduct instructional workshops in the workplace on a variety of financial planning topics ranging from simple cash management to retirement planning, estate planning, and homeownership and financing.  Our organization has conducted workshops at the City, County, State, Federal, and Fortune 500 levels, and earned a reputation of experience, integrity and reliability. With hundreds of workshops conducted each year throughout the country, FPFE has become the leading provider of employee education.

All FPFE Members have completed a comprehensive professional Certification Course, and have passed a professional background investigation. Members also agree to operate under an additional layer of professional guidelines, in addition to applicable state and industry regulations.

 

OUR

CLIENTS

PHARMACEUTICALS/

BIOTECH

CITY/COUNTY/

STATE/FEDERAL

CITY/COUNTY/

STATE/FEDERAL

ENGINEERING

  • Dexcom, Inc.

  • Becton, Dickinson and Company

  • Genomics Institute of the Novartis Research Foundation

  • Neurocrine Biosciences

  • Celgene Corporation

  • California Department of Transportation

  • California Highway Patrol

  • Deputy District Attorney's Association

  • US Border Patrol 

  • US Treasury 

  • ASML

  • Qualcomm

  • Viasat, Inc.

  • Hewlett-Packard Company 

  • IBM

 
 

CONTACT US

*For Questions and/or General Inquiries

CONTACT

ADDRESS

ADDRESS

12555 High Bluff Drive, 

Suite 305

San Diego, California 92130

*To Schedule Classes for Your Company

CONTACT

ADDRESS

ADDRESS

12555 High Bluff Drive, Suite 305

San Diego, California 92130

FIND YOUR LOCAL CHAPTER 

 

© 2019 by FPFE

FPFE-or-Foundation-for-Personal-Financia