We believe very strongly that financial education should be a part of every financial plan because we know that financial education provides a solid foundation for building a sound financial plan. As part of our education efforts, we regularly host educational workshops on a variety of financial related topics.
In addtion to hosting our own workshops, our team speaks frequently to clubs and organizations to inform members about current market trends, the economy, and how financial planning can help them achieve their goals. We invite you to contact us to schedule a speaker at your next event. Need a speaker at the last minute? We always have topics at the ready and make it a priority to be available to the community.
Some of our topics include: