1 - Boosting 'Financial IQ' - A Company Benefit Whose Time Has Come?

Would you buy a car if you couldn't look under the hood? A Rolex on a street corner? Of course not. Yet many people find themselves facing major financial events lacking the basic knowledge necessary to make smart decisions. Meanwhile, employers pay a price in reduced productivity due to employee stress. Lentegra's Business Partnership Program offers a way to address these issues with an innovative, education-based solution that is offered as an employee benefit.

2 - Business Partnership Program

Our educational offerings encompass the breadth of the investment and advisory services we offer. Whether a consultant is working with a client or leading a workshop, the goal is to present information objectively and provide expert insights without bias. The scope of our product offerings gives us the ability to offer clients a broader perspective in assessing their personal situation and strategies. Best of all, these services are provided at no cost or obligation to participants or participating businesses!

In offering these exclusive, customized seminars to participating businesses’ managers and employees, we hope to help them become more knowledgeable about financial choices and the ways in which their decisions can affect their lives and those of their families. When participants are ready to act on their newfound knowledge, the program also provides generous discounts on fees - up to 100%.

3 - Our Seminar Series

One example of our seminar series is Home Buyer Education. These classes focus on first time buyers but are useful for experienced home buyers as well. They cover the entire process, from wondering whether to buy to walking in the front door of a new home. Seminars are composed of modules that can be “mixed and matched” – offering a more detailed exploration of improving credit, for example. They are continuously updated to reflect the latest information.

Seminars on Financial Management are an excellent introduction to the concepts of financial planning. Attendees learn how to accurately assess their financial position and the basic strategies to improve that position in a comprehensive fashion.

Seminars are offered to assist participants in the basics of preparing - and sticking to- a budget. Saving and investing are covered in subsequent sessions. Depending on interest, these sessions can cover specific strategies by objective - planning for educational expenses or retirement, for example, versus minimizing taxes or purchasing a vacation home.

Seminars are geared to cover financial concerns in the present and the future. Participants will get the latest thinking on providing for long term care and/or their heirs.

4 - The Lentegra^® Difference

Our product and service offerings fall into three categories: Asset Acquisition, Management and Education. It is our focus on financial education that sets Lentegra apart from other financial services firms. By actively sharing financial knowledge in one-on-one consultation or small seminars and workshops, we try to dispel the "black box" mind set that harms many financial service relationships today.