Call Us: 954-649-6248

Empower ( )

Our organization has an extensive network of dedicated professionals available to host training sessions and to offer personalized consultations.


Reinventing yourself at any age.

Workshops to empower your employees or members in sales and relationship skills. Helping them recognize opportunities presented to them they might miss. Learning how to transform their business and personal life with skills adding to their effectiveness and overall productivity. Lee and his staff will share their unique perspectives on relationships, the power of positive thinking, the joy of giving, running a business and selling skills. Offering a menu of workshops that will improve the morale, effectiveness, and skill set of the attendees.

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What is a "Financial Wellness Workshop for Your Employees"?

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The benefits of providing financial education at the workplace are wide ranging. People are in need of money management knowledge and skills to: manage debt, save for major purchases such as a home, allocate and choose investments for their retirement and investment portfolios, and pay for their children's college educations. The "Complete Financial Management Workshop" addresses real-life concerns and provides tools that will last a lifetime. Participants will develop healthy approaches to their personal finances and retirement planning. With the knowledge they gain, they will become more confident making financial decisions to pursue their family's overall financial goals and help improve their financial futures.

We make available professional and prominent guest speakers that have the knowledge and skills necessary to insure excellent results at our seminars and workshops.

Offering professional workshops and seminars for your company
or organization

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Lee Berlin’s popularity has earned him success as an industry speaker. He has lectured for the International Association for Financial Planning, the CPA Society, Suffolk County Medical Association, the Internal Revenue Service (IRS), and countless other organizations. Lee has also appeared on many national and local talk radio shows representing the financial and strategic communications industry. Lee's critically acclaimed radio show "Your Financial Fitness" ran for 20 years in south Florida.

Office locations: Palm Beach Gardens and Delray Beach, Florida

Affiliated with Legend Financial Marketing Services

The author of dozens of white papers and industry publications, Lee's book,

Within Reach: Success in your Business and Personal Life has earned a 5 star rating with and Barnes &

His latest effort, entitled “The Financial Fortress”, is a comprehensive guide to understanding insurance contracts and making sound financial decisions.