Seminars

The Leaders in Financial Education

Make time and money work for you! These financial seminars are for everyone. The sessions are educational, covering a broad spectrum of money management techniques in an easy to understand manner. All are taught by knowledgeable instructors in an interactive format.

Corporate Seminars

  • Asset Allocation - Evaluate your risk tolerance and discover how Modern Portfolio Theory can potentially help you increase your return while managing your exposure to risk.

  • Reacting to a Changing Stock Market - Investment perspective … the big picture.  Learn about the tools used by professionals to avoid making mistakes in times of turmoil.

  • Estate Planning - Estate planning checklists and options.  Estate taxes and other expenses have been dubbed "voluntary" costs.  Have you volunteered to pay without even knowing it?

  • Charitable Giving - Crafting a legacy.  Life is meant to be lived to the fullest.  With planning, your efforts can continue to provide meaning long after you are gone.

  • Identity Theft - Helping to identify the problems inherent to personal and corporate information.  Steps to the reduce risk of becoming a victim of identity theft


Financial Education for Employees

  • Financial Check-Up - Effective habits to build financial success. Learn about good debt versus bad debt, improve your cash flow, reduce your taxes and create a plan to achieve your goals. 

  • The Roth IRA - What it is and how it works.  Learn about tax-deferred compounding and evaluate if a Roth IRA is right for you?

  • Changing Jobs - Making the transition when changing jobs can be stressful. This session will help employees anticipate the choices they will face and act on sound financial knowledge, not emotion. 

  • Surviving a Divorce - No one is ever prepared for the emotional and financial upheaval divorce brings. This course helps decrease the impact of decimated savings, loss of house, or the problems created by a decrease in family income. 

  • Long-Term Care – Poverty in what should be your golden years is a national concern. Learn how to create your own action plan so that you can maintain control over your life, preserve assets and protect inheritances.

  • Retirement Income – Retirement planning is a complex science. This session will help you determine your needs, minimize taxes and protect your assets from inflation.     

  • @ Work Financial Planning Seminars - This is a comprehensive 3-night, 3-hour seminar that teaches your employees how to take advantage of the company’s benefit plan plus it talks about a wide variety of investment products and other retirement issues.


Comprehensive Seminars - These are 6-hour sessions, usually delivered into two 3- hour segments. For corporations, these seminars could be customized to include the corporate benefit package. All attendees receive a three-ring binder containing more than 100 pages of seminar content that they can take home with them. Topics covered include:

  • Risk Management
  • Cash Management
  • Investment Planning
  • Tax Management
  • Retirement Planning
  • Estate Conservation


Successful Money Management Seminars - This seminar is geared for people more than ten years from retirement. The curriculum is broad and comprehensive in nature.


Financial Planning for Successful Retirement - This seminar is geared for people less than ten years from retirement or already retired. The session focuses in on Next Phase™ life choices.


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