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


Current Virtual 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.

Current Virtual Seminars or Workshops...

By Invitation Only, Click Event to Request Invitation.

FCCD Chapter 5, Mar. 25, 2021 at 12:00 Noon. By Invitation Only. Register NLT 3/22/2010.