About the Presenters

Constance Foley - CLC, Inc.

Constance Foley has over twenty-five years experience in the financial services industry.  She was the first CLC Money Coach and Manager of CLC’s Financial Coaching Division.  Her previous experience includes working as a Financial Advisor with Merrill Lynch, Pierce, Fenner, and Smith, Inc., as an Administrator for an international insurance company, and as an Educational Consultant for a vocational school specializing in financial services education.

She has a Masters degree in Education, with an emphasis in Curriculum and Instruction, from California State University, Sacramento.  She is the author of two textbooks on Property and Casualty insurance. 

About the Program

1. CLC Incorporated Financial Services Division
   1. Company background
   2. CLC Incorporated (CLC)is doing their part to promote financial literacy in America through their personal financial counseling services and worksite education classes.
   3. CLC services assist employees throughout the United States to help them solve financial problems and manage their finances.
   4. Research has shown employers also lose when employees have financial problems due to lost productivity and absenteeism!
   5. Financial counseling and worksite classes save the employer thousands of dollars each year, since employees recover lost productivity when they manage their finances more effectively.
   
   
2. Our most requested services and how we help
   1. Debt Management
   2. Developing a Spending Plan
   3. Hardship Counseling
   4. Credit Report and Credit Score consultations
   5. Tax Planning
   6. Retirement Planning
   7. College Planning

• Training Presentation
• Training Recording

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