Upcoming Events
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We like to share our expertise on a variety of Financial Topics. With deep experience and varied industry credentials, we have a lot of expertise to share. We can engage and educate the public on the importance of financial planning providing presentations made either virtually or at your location.
Workshops
- Employer Benefits/Retirement Planning Education
- Motivational Messaging - You Can Change your Financial Direction and Level-Up
- Leaving a Legacy: Why Estate Planning is so important.
- Wisdom, Wealth, and Wisdom: Empowering Your Financial Future
- Money Talks: Financial Planning and Investing Strategies for Women
- She's Got Money Moves: A Workshop for Women on Financial Empowerment
Upcoming Events
Strategies to Safeguard Your Wealth Webinar
February 20, 2024 11:30 - 12:45
Explores a range of strategies designed to help clients safeguard wealth through the use of insurance, retirement plans, and the establishment of legal structures such as LLCs and trusts.
Preventing Identity Theft and Cybercrime Webinar
March 19, 2024 11:30 - 12:30
This one hour presentation is filled with best practices and tips to protect yourself from identity theft and cybersecurity threats. Attendees will have actionable items they can implement to better protect their sensitive and personal information.