Although Lee was trained on Wall Street and spent 25 years as an investment adviser, he does not fit the dry, boring stereotype many people have of a financial expert and speaker. His energetic, practical, and humorous presentation style makes it easy for people to understand how to manage their money.

Financial Seminars

Lee believes that the goal of financial empowerment is application, not just information. That’s why his seminars and workshops delve into the “How to’s” of money management. Lee’s presentations typically range from 90 minutes up to 5 hours. Some of his general seminar subjects are:

• Budgeting & Spending
• Romance & Finance
• Debt & Credit
• Work & Entrepreneurship
• Saving & Investing
• Giving & Sharing…and much more!