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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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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