About Us

Workshops and Events

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature.

We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Speaking Engagements:

Watch here for upcoming speaking engagements!

Upcoming Workshops: 

Check back soon to see upcoming workshop dates!

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