HERE IS THE LIST OF FREE SEMINARS WE PROVIDE

Our workshops are free! Contact us to request your seminar today

Six Key Areas

What You Will Learn: Whether we are working to accumulate additional assets or content to protect what we have there are six

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Savings And Investing

What You Will Learn: This session is designed for those in the “Accumulation Phase” of life. We help develop a realistic overview

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Tax Favored Investing

What You Will Learn: Even basic tax laws are ever-changing making it difficult for the average employee to plan properly. This session

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Getting It & Keeping It

What You Will Learn: This discussion is designed for those closing in on their retirement years. We touch on the particular problems

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Wills, Trusts, And Estate Planning

What You Will Learn: This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion.

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Wealth Protection

What You Will Learn: No matter how disciplined we are at accumulating wealth, it can all disappear in an instant if we

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Strategies For Financial Wellness

What You Will Learn: This session is designed to help people find security while navigating through the hazards of market downturns and

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Smooth Transitions

What You Will Learn: Designed to assist employees who leave their company. Explores benefit and 401(k) considerations, dos and don’ts during the

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Common Money Myths

What You Will Learn: Prepaying mortgages, taxable compound interest, dollar-cost-averaging, tax deferral, dividend/capital gains reinvesting, and so on. This session will address

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Income Real Estate

What You Will Learn: Asset diversification does not end with stocks and bonds. Income real estate is another popular equity market. This

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Roth 401(K)

What You Will Learn: Discover a new, tax friendly way to save … the Roth 401(k). In this session you will learn

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Maximizing Your Retirement

What You Will Learn: For those in or near retirement the focus is changing. It’s now all about income. This session will

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Finding Financial Balance

  What You Will Learn: Merging strategies of asset allocation with tax-diversity. The MAP program (Macro Asset Perspective®) provides a balanced accumulation

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