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Ask Lu Bauer

How far in advance do we need to book an appointment? The Balancing Act schedule is full, but flexible. Contact lu@lubauer.com for detailed arrangement questions and answers.
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Our company would like to offer seminars to help our associates make the most of their pay and benefits. Can you help us? Absolutely. The Balancing Act workshops and seminars can go a long way toward empowering your employees to make the most of what they earn. For more details, go to the Seminars page.
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Many of our associates find themselves in financial difficulties. The pressures affect their lives, their productivity and our bottom line. How would your workshops and seminars help? The Balancing Act workshops address a wide variety of money issues your associates may be dealing with. Building Money Skills will help them know how to effectively dig out of debt and live within their means. Work, Time, Money - How Much is Enough? will help them evaluate their retirement strategies and develop a plan for systematically and sanely achieving a lifestyle of "enough." Our Money Empowerment for Women helps women build the confidence and skills they need to take on financial responsibilities they may unexpectedly face.
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Can we design a seminar that fits our particular needs? Certainly. We will be glad to consult with your HR department to define ways that will bring empowerment and a feeling of financial control to your employees or clients.
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What are your fees? Please see the fees for workshops and seminars page.
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What are the travel and accommodations needed? We expect normal business travel and accommodations. The Balancing Act will make its best effort to group seminars together geographically in order to make the most of the travel allowances (and to reduce wear and tear on Lu!)
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Does the fee change with the size of the audience? It can, depending on the kind of workshop and the number of people. If we need more assistance and more materials than are ordinarily encountered, we have to make fee adjustments on a case by case basis.
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Are there any special requirements for equipment, room size, etc, that we ought to consider in advance? The space needs for an average group (40 participants) are one fairly large room with seating for everyone, set up in semi-circle, or in or small groups of seats (3-4). For larger groups or for groups with special needs, contact lu@lubauer.com directly.
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Do you have long-term training programs? Many money difficulties result from life-long habits which take lots of time and and work to overcome. We recognize that a walk deep into the woods requires a long walk out, and are continuing to design ongoing courses to give needed support to people as they challenge and change their money habits and beliefs.
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THE BALANCING ACT
Lu Bauer, CPA
PO Box 96
Brunswick, ME 04011
Phone: 207.729.0531
Email: lu@lubauer.com
 
Top Page Seminars Stories Articles About Lu Bauer FAQ Subscribe
Calendar Mission Statement Money Counseling
and Coaching
Reality Check Legal Resources