Schedule a Workshop for your Group

Our team would be happy to provide an educational and informative workshop for your non-profit organization, group, or employees.  Available topics include:

Workshops Regarding Financial Wellness:

  • Planning for Long Term Care Needs
  • Planning Your Retirement
  • Building Your Financial Freedom
  • College Funding, Making it Possible
  • Retirement Strategies - Managing your money during retirement

 

Workshops Regarding Special Needs Planning:

  • Planning for Your Child with Special Needs
  • Sibling Expectations and Experiences with Special Needs
  • Charitable Foundation Planning
  • Grandparents of Special Needs Grandchildren
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck