Seminar Schedule
We hold informative, no obligation seminars each month in our office conference room. You will NEVER be asked to make any kind of buying decision about a financial product or tool at these seminars. We have learned through the years that one of the most important services that we can provide to our clients and our prospective clients is to educate them the more important financial issues facing Americans today. Our topics include college planning, long-term care planning, retirement income planning, business planning, debt reduction and cash flow management. We provide timely information and written material to take for review and examination. We also address our position on each of these topics and how we address them with our clients.
To view our schedule of upcoming seminars, click here.
