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Course Descriptions
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Seminars

When choosing a financial education service, it is important to select a program that can meet the needs of a wide variety of people.  Our trained instructors can help individuals at all levels make more educated decisions regarding their present and future financial needs. 

Many of our seminars are limited to a small group and taught in the offices of The Lane Group which are located in San Francisco near the historic Ghirardelli Square.   Our students enjoy the intimacy and interaction with instructors that these small groups provide.

When the demand for certain courses exceed the capacity of our office facilities, we attempt to offer multiple presentations.  But in some cases we may move them offsite to a nearby hotel or other available meeting place where they will be taught in a lecture and Q&A format.

Upon request, we will customize course material to be taught as workshops at your company's workplace to teach your employees about their employee benefits and the most effective way to fit these benefits into their personal financial strategies.

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