Financial Tutoring & Seminars

It might be hard to understand when people talk about money. We’re here to simplify the terminology and teach you in our tutoring sessions how to understand financial markets and the core concepts of finance.

Our seminars give people a place to ask questions, share the experiences, and learn together. We explain the principles of investing, how to deal with risks, and how to prepare for the future with real world examples.

The goal is the same whether you’re in a solo tutoring session or a group seminar. We want you to leave with more confidence, and the tools that you can apply right now. Being financially literate doesn’t lead to perfect decisions but it does lead to better and more informed decisions.

Our Offerings:

  • Financial Tutoring: Whether you’re a high school student, college student or an adult who wants to learn about basic or advanced finance, how to invest across each of the capital markets and how to analyze companies as a research analyst. We can provide tutoring or a full suite of customized classes online.
  • Finance Seminars: We provide online and in-person (greater Boston region) hourly finance seminars to large and small groups about investing in any one of the capital markets: equities, fixed income, alternative investments. Consider one of our seminars for a group lunch, book club event or investment club event.

Ready To Take The Text Step?

Book your introductory call today and start building your financial confidence with Morgan Advisory Services.

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