Ninety minutes, plain language, and no jargon. Learn how money grows, what insurance actually does, and how families pass wealth to the next generation instead of starting over each time.
Free to attend and free to bring your family
Held in English and in Spanish
Nothing sold from the front of the room

Financial literacy first. Everything else follows.
Most people were never taught how money actually works. Not in school, not at home, and not by an industry that often profits from the confusion.
Taurus Financial Services was built on the belief that financial literacy, followed by a plan built around your life, is what leads to wealth.
A lack of early financial education is a large part of why whole communities struggle to establish, keep, and pass down what they earn.
With the right guidance, that same story runs the other way and creates opportunities that ripple through generations.
These workshops are where that starts, and they are open to everyone at no cost.
Every session is practical. You leave able to do something you couldn't do walking in.
Compounding, time, and why starting small beats waiting for the perfect moment.
The difference between protecting income and building cash value, in plain terms.
Why the question isn't "how much have I saved" but "what will it pay me every month."
Which debts to attack first and how credit decisions follow you for years.
Wills, beneficiaries, and the mistakes that send families to court instead of forward.
Open floor. No question is too basic, and the basic ones help everyone in the room.
No product pitch from the front of the room. No pressure to sign up for anything. We teach, we answer questions, and we go home. If you want to talk about your own situation afterward, you can book a free one-on-one, and that is entirely your call.
Same mission, three different rooms. Pick the one that fits.

Budgeting, protecting your income, retirement, and building something to pass on. Our most popular session, and the one to bring your family to.

Financial wellness for your team. Employees under money stress are distracted at work, and this is a benefit that costs you nothing to offer.

Age-appropriate money skills for students, taught before the first credit card offer arrives. The earliest and best place to break the cycle.
FOR ORGANIZATIONS
Bring a workshop to your group
Run sessions for companies, churches, community organizations, and schools across the tri-state area, in English or Spanish, at no cost to your organization.
Tell us who your group is and roughly how many people, and we will come back with dates and a plan tailored to them.
Yes, our initial webinars and workshops are free, but as you progress to individual or group consultations, they come with costs associated with them, based on the size and goals you are looking to achieve.
No. However, we are a sales organization offering financial products, but no one will pitch you any products in our seminars. We teach the material, we answer questions, and if you want to talk about your own situation afterward, you can book a one-on-one. That choice is yours, and there is no follow-up pressure if you would rather not.
None at all. We start from the beginning and use plain language. Most people in the room have never had anyone explain this to them, which is exactly why we hold these seminars/workshops.
Please do! Money decisions are usually made by parents, and when teenagers are around the table, they learn from it and pick up good money habits, which is the point. Teenagers and young adults get a lot out of it. Just add their names when you register so we can plan seating and materials.
Yes. We run Spanish-language sessions and bilingual advisors are present at most events. Choose your preferred language when you register and we will place you in the right session.
Yes, and we do it regularly. We tailor the material for employees, congregations, community groups, and students. Use the request form on this page and we will get back to you with dates and a plan.
Yes, we can! We prefer google meet as a preferred platform but we can use others as well.
Come learn with us. Bring your questions, bring your family, and leave with something you can use.

Serving New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina & Florida.
Ready to talk?
Book a free consultation, and we'll take it from there.
© 2022 Taurus Financial Services. Licensed insurance agency. Se habla español.