Meredith & Associates partners with clients in truly understanding their financial situation and how they can best manage and keep their wealth. We offer several types of personal training, including:
Financial Peace University
Meredith & Associates sponsors Financial Peace University. If you are looking for a Financial Peace University class, please contact our office fora schedule of upcoming FPU education classes. FPU consists of 13 weeks of classes that last about 1.5 hours each.
QuickBooks Training
Meredith & Associates offers the most valuable time tested QuickBooks skills and know how to help you manage your business and reduce administrative and accounting costs. Contact us if you would like to be notified of our next seminar date. Private training and customization is also available.
401(k) Plan Seminars
Meredith & Associates can help increase the participation in your plan. We conduct a seminar at your office to explain retirement planning and assist employees in making investment choices.
This is a one half day program. An overview presentation lasts approximately 40 minutes allowing for 20 minutes of questions and answers. Because most companies prefer to conduct these sessions in smaller groups, the half day format allows for three separate presentations, 30 minutes apart.
We do not sell financial products and receive no commissions. As such, some companies have chosen to retain us for the entire day to meet with employees individually.
Money Management for Young Adults
What the schools do not teach. Excellent for schools and churches. Meredith & Associates will conduct a seminar at your site or you can purchase the book. Great gift for graduating seniors.
Continuing Professional Education
Meredith & Associates is recognized by the Texas State Board of Public Accountancy as a Registered CPE Sponsor. If you are a licensed CPA in the State of Texas and are looking for CPE, please check with our office for a schedule of upcoming CPE courses.
Contact us to schedule a training or seminar at your location.
