Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Workshops / Seminars

Financial Informational Workshops

Workshop Highlights...

  1. The Current Economic Environment.
  2. Learn how the Retirement Option I choose can have Long-Term Consequences on My Retirement Income?
  3. Utilizing Qualified Dollars. (i.e. DROP, 457 Def Compensation, IRAs, etc.,) to supplement my retirement income without IRS penalties.
  4. Learn how to create a Second Defined Benefit Plan for My Family.
  5. Legacy Planning - Understanding the Role of  Wills, Family Trusts and Life Insurance.