Professional Speaking Series
To share unique insight and actionable sales strategies on Washington policy, retirement solutions and estate planning at your next advisor/client meeting.
“LENA RIZKALLAH is a wonderful combination of brains and has an engaging presentation style. Lena helps audiences understand complex subjects in ways that the learning can be applied.” Michael Roby, Professional Speaker, Sales & Marketing Consultant and Coach at CxC Matrix Marketing.
Articles, Papers & Blog
To keep you updated on what’s hot & happening in financial planning from Washington to Wall Street to Main Street.
Advanced Technical Support & Strategic Consulting
To arm your company with customized materials to prospect effectively, develop & strengthen the right relationships and deliver the sales tools to success.
Financial Literacy Program
To help non-profit organizations establish a legacy by developing the building blocks for financial education in urban and ethnic communities.