Financial Workshops Associates,Imc.
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Charles G. ReadCharles G. Read, CLU ChFC

Past Managing Director/President

Founder FWAC 

Qualifications and background

It is important for you to feel comfortable working with me. Having your employees and other members of your organization rise to a high-comfort-level enhances the learning experience and promotes accomplishment of their financial goals. I want to help you and your organization – to have a positive impact on the lives I touch through your workshops in personal financial control.

As an educator, entrepreneur, counselor and facilitator I have a rich and diverse background which uniquely suits me to assist families in reaching their financial goals. My experience  helps families prudently plan for the future and see that planning materialize into reality.

An experienced and innovative financial professional, I have provided fee-based financial planning services to clients for more than 35 years. A graduate of the American College at Bryn Mawr with a background in law and accounting add to my extensive credentials in the financial services industry.

My workshops are conducted across the country on tax planning, financial planning and management, retirement, investment strategies, and estate conservation. An accomplished expert at presenting co-sponsored workshops in the public, private and association sectors of the economy, I have perfected marketing strategies and techniques that have won repeat seminar engagements at top corporations. My clients include 27 of the Fortune 100 companies, including Equifax, Georgia-Pacific, Worldspan, Marriott, Holiday Inn, Ingersoll-Rand, MA Hanna, and Hardin Construction Group. Several hundred smaller organizations have embraced my services over the years.

In addition I teach worksite financial education techniques and principles to financial practitioners across the country and am an accredited instructor in many States.

This diverse and professional background provides a perspective that allows me to assist your employees, other members of your organization, and their families to become financially independent in their lifetime, and provide for multigenerational wealth.

I will provide meaningful guidance in your chosen workshops and furnish the kind of follow through that will benefit your employees, other members of  your organization . . . and you.

I want YOU to make contact with ME to discuss the possibilities of conducting workshops at your organization.

Charles G. Read

Click Here for Endorsements from Fortune 500 Companies our Facilitators have Presented for.