Financial Workshop

A 4-Course Workshop designed to educate attendees on relevant financial topics to put them on the right path.

Foundations of Investing: Overview of investing, including key terms and types of investing. Covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation

Retirement by Design: Attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track.

Tax-Free Investing: program designed to inform individuals about the benefits and considerations of choosing investments that offer tax advantages

Creating Your Estate Plan: Designed to help people better understand the basics of estate planning so they can consider the options that make the most sense for their specific situations. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.