Our Workshops – Money Management Educators

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

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

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

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

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.

Wealth Protection

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

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

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

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

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

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

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