Lathea and Morlino Morris
Seminar & Training Topics

Personal finance and credit issues create stress for many individuals. They are stressing from too much credit card debt, variable rate mortgages that have adjusted, rising health care costs, and the list goes on. By the way, we're talking about individuals at all salary levels - individuals that are smart, competent and accomplished, however many find themselves challenged when it comes to personal finance.
We are experts at conveying personal finance and credit information in an easy to follow and entertaining format.

Seminar attendees will leave our presentation equipped with pragmatic tools needed to help them make better personal finance and credit choices. As a result, they will feel less stress and more in control of their financial lives.

Personal Finance Self Improvement Seminars

What You Don't Know Could Cost You

What attendees will learn:

§ How to Seize Control Over Your Financial Life 
§ How to Change Your Mindset About How You Think
      About Money
§ The Morris' XYZs of Managing Money and Credit
§ Life Altering Financial Decisions
§ How to Create a Financial Plan and Execute it


*Time For a New Financial Game Plan   

What attendees will learn:
§ What You Can do to Protect Your Credit Score
§ What Credit Card Lenders Are Doing That You Need to 
      Know
§ Top Credit Score Killers You Should Avoid
§ How to Create a Successful Debt Payment Strategy


A Prescription For Financial Health
Prescriptions attendees will learn:
§ A Prescription For Goal Setting
§ A Prescription For Discovering Where Your Money Goes
§ A Prescription For Increasing Your Ability to Save
§ A Prescription For Managing Romance and Finance
§ A Prescription For Managing a Credit Score
§ A Prescription For a Serious Credit Crisis

Our Topics:

Target Audience: Employees & General Audience - All levels. *Also Available in Tele-Seminar Format.   

"As insurance professionals we attend many seminars to maintain our professional license. As a result, we can be wary of attending a seminar for any other reason. Lathea & Morlino's presentation was not only highly informative but also encouraging and invigorating for our employees."   Scirocco Group        

Small Business Training

Many business owners think a compelling business plan, excellent management skills and solid goals for the future are all that's required to get a business loan. Well, it's not! Before applying for any type of financing it's essential for them to do an analysis of the relationship they have had with their credit & debt over the past years. In today's economic climate this is crucial! There is a direct correlation between managing personal finances well and ability to successfully meet the capital and credit needs of a business.

Business owners will learn credit management techniques & develop skills that will help take their business to another level. Our interactive training programs provide business owners with hands-on experience in developing effective financial management strategies.

Our Topics:

Call Us Now: 973.509.1903 Ext 3#

*Also Available in Webinar Format.   

"Thank you for a great presentation. It made me focus again! "Very inspirational presentation - makes me want to save." Somerset County Library System Employees 

Thank you for your illuminating presentation. It was desperately needed and well received." AT&T Alliance of Telecommunication Workers

©2012 All Rights Reserved, MorlinoandLathea.com

Complete Our Online Program Form 
Or Call Us: 973.509.1903 Ext 3#

*Business Credit Unplugged 

At the conclusion of this workshop, business owners will know:
§ About Business Credit Profiles
§ How to Build a Business Credit Profile
§ How Business Scores are Developed
§ How to Correct a Business Report
§ How to Monitor Scores and Other Important Financial
      Information
§ How Personal Credit May Impact Your Business

Target Audience: Small Business Owners - All Levels

Business Owners Stop Sabotaging Your Success - Master Your Credit    - Watch Presenter Video Snapshots                                                                                                         

At the conclusion of this workshop, business owners will know:

 § How Specific Information in a Credit Report Effects  
     a Credit Score
§ How to Develop and Implement a Strategy to Improve
     Credit Score
§ About Credit Score Models and Business Credit Scores
§ How to Manage Credit to Produce Business Results
                                                                                                      Target Audience: Small Business Owners - All Levels

"Businessowners Master Your Credit training program was great! I learned so much. I've read a lot of books about credit and credit scores and to be quite honest most of them are out of date or don't answer the questions you did, especially as it relates to businessowners. Thanks so much." Sueellen Erwin, President, Infusion Funding

*Business Credit & Capital: How to Get it and Who to Get it From

This is a unique opportunity to learn about:
§ Alternative Sources of Capital & Credit
§ How to Get Access to These Resources
§ The Rules of Credit and Steps to Take Before Applying 
      for Capital
§ Business Credit Scores
 
Target Audience: Small Business Owners - All Levels