4139 W. Walton Blvd, Waterford, MI, 48329 info@cygnetinstitute.org (248) 330-7074

Services

Reality-Based Educational Process
Experiential Learning is the Pathway to Behavior Changes

As a nonprofit organization that’s also free of any conflicts of interest, we are uniquely positioned to bring to the community unbiased and technically valid information to teach people the skills needed to make good economic
decisions.

Our programs succeed because of the following features:

  • Designed to be experiential
  • Conform to the fiduciary standard
  • Incorporate critical thinking
  • Teach awareness of behavioral biases
  • Promote and improve numeracy
  • Objective assessment protocols

Cygnet Institute uses a copyrighted modular process to deliver experiential seminars and workshops regarding the
many areas that require people to make financial decisions. These programs are organized into three categories.

  1. Multi-session workshops that focus on retirement, investing, estate planning, and financial planning.
  2. Single session in-depth seminars (1-2½ hours) designed to cover individual topics in-depth, like Taxes, IRA
    Rollovers, Mortgage Acceleration, Social Security, 401k, etc.
  3. Lunch-N-Learn presentations (30-45 minutes) designed to provide a high-level overview of a topic related
    to personal financial management

Our programs continue to succeed because our instructors are subject matter experts who are paid for their time
and expertise — not volunteers. This gives Cygnet Institute absolute control over the material and presentation. It is a unique quality-control approach which assures that participants will receive what they expect.

Here are some of the requirements we impose on presenters – by contract:

Deliver our material in the manner we specify

  • Sign Fiduciary pledge
  • Agree to specifically NOT solicit in Class or afterwards
  • Support and enhance Critical Thinking in the presentations
  • Explain relevance of their presentation to Personal Finance and quality of life
  • Embed and explain instances of Behavioral Finance issues in the subject being presented

Click here to see details of the available programs