Courses We Offer

We offer courses in these areas:

(Each workshop is approximately 45 to 60 minutes long with a Q&A session.)

6 STEPS TO FINANCIAL SUCCESS

This workshop kicks off our Personal Financial Management workshop series. You will learn the six steps to successful personal financial management, as well as get an overview of additional workshops in the series. Whether you are just beginning to plan for the future or have a sound plan you are working with, this is a great workshop for all to attend!

ESTATE PLANNING

This workshop covers topics such as probate avoidance, estate tax minimization or elimination, special planning for minor children and asset protection planning for children’s inheritance.

HOME BUYING TODAY & REAL ESTATE 101

Finding qualified buyers and selling your home can be extremely challenging in today’s market. This class will help you prepare your home to appeal to the broadest number of buyers so that it not only sells more quickly but also for top dollar.

Buying a home may be the largest purchase that a consumer ever makes. Knowing the process in advance will help create realistic expectations that will help eliminate some of the anxiety and stress associated with a purchase of this magnitude.

QUESTIONING CONVENTIONAL RETIREMENT ADVICE

If you think you are going to be fine during retirement because you are doing what everyone else is doing, you may need to rethink your position. If everyone was right, everyone would be rich, correct? Conventional retirement advice is not working for most of us! Learn what roadblocks affect many of us and how to avoid them. It is never too early or too late to get the proper retirement advice!

WEALTH PRESERVATION TECHNIQUES

This workshop covers advanced wealth preservation estate planning techniques such as life insurance trusts, charitable giving and special planning for retirement plans, such as IRAs and 401(k) plans. These techniques are designed to provide maximum income and estate tax advantages as well as asset protection for assets passed on to children.

ALTERNATIVES TO THE STOCK MARKET

Besides traditional stocks and bonds, what are the other financial tools available to you? At this workshop, you will learn about other financially sound and principal-protected types of investments. You will also learn about the pros and cons of each in order to help you make decisions that will enable you to reach your goals on YOUR terms.

ROTH IRA

Learn how everyone has the ability to convert their traditional IRAs to Roth IRAs and what the pros and cons are for you! If you have a traditional IRA and are wondering if converting to a Roth IRA is right for you, this is a great workshop to attend.

UPCOMING EVENTS:

No events are scheduled at this time. Please check again soon!

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