WE BELIEVE IN THE POWER OF KNOWLEDGE.
This is why we often host educational workshops to educate and empower the local community with the tools and knowledge to make smarter financial decisions.
WHO WOULD BENEFIT FROM THIS EVENT?
New Retirees
If you are recently retired but still need to make important financial and healthcare decisions,attend this seminar so those decisions can be well informed.
Approaching Retirement
Are you over the age of 58, considering retirement, and need answers in order to piece your retirement income plan together?
Married Couples
If you are married, it is imperative to map out your retirement income strategy and survivorship plan so both partners are protected.
Business owners and high Net worth families
If you have significant assets, you must take the proper steps to protect those assets for the rest of you life and beyond.
