Schedule Now

Register for a complimentary seminar

Life happens, and if you’re ready to take control of your finances, or want to know where to start, we are here to help! Register below AND come by our office for valuable information to help you and your family stay on the path to financial wellness. Please review our seminar descriptions below, and register soon, as we have limited space per session. If you have any questions in the meantime, don’t hesitate to contact us directly.

Choose your seminar topic and click the date to register! We will reserve your seat and send you an e-mail confirmation. We look forward to meeting you and helping on your financial journey.

Investment Basics - Understanding investments and using them effectively is essential for your financial well-being and long-term financial plans. Proper planning begins with the end in mind – What financial goals are you trying to accomplish with your investment capital?  We will discuss the different types of investment vehicles available today, and their associated risks and opportunities.

Retirement Readiness – You must prepare well for retirement – No one else is going to do it for you!   We will outline several things everyone should think about as they seek to optimize their retirement plan, from company-sponsored and government-sponsored benefits, to personal planning options and tax considerations.  This is an excellent learning opportunity for anyone who wants to build  a retirement plan that will last a lifetime.

College Planning - Proper planning for a child’s education is a critical part of your family’s financial well-being. We will discuss the various issues and options you need to consider with college funding. This includes an overview of different available savings vehicles, Federal, State and School-Based financial aid, and other strategies for paying for college.