The process of developing a financial strategy can be a bit daunting, especially if you are trying to go it alone. Many become discouraged early on, deciding to give up planning in favor of a wait-and-see approach. Unfortunately, doing nothing is simply not effective, and failure to plan can prevent you from meeting your most treasured financial goals. Whether you want to buy a home, fund an education, or enjoy a specific type of lifestyle, you are far more likely to get there when you put a comprehensive financial strategy in place.

We know it can be difficult to get started, and we understand that financial topics can feel overwhelming. Through our financial seminars, we work hard to transform complex financial topics into user-friendly information that you can apply right away.

Our recent seminars have answered a wide variety of questions, from “How will I generate enough retirement income?” to “Can I afford to change my career and pursue my passion?”

We take a hard look at the threats facing attendees at all stages of their financial life, and we offer detailed blueprints for getting on track for short-term and long-term success. We question conventional financial wisdom, and we show you what still applies – and what doesn’t – as we explore the unique financial challenges of today’s complex global economy.

Some of the possible topics to discuss are:

The New Reality in Our Retirement
Conventional Financial Wisdom
Failure to Maximize Retirement Income
Losing Money in Large Market Declines
A Guide to a Well-Designed Retirement Plan

As always, the above is a general guideline of what will be covered in the seminar, but the direction of the discussion might change and adapt accordingly to what the attendees are interested in learning about.

Seminar leaders include our most experienced financial advisors. They have deep expertise in the topic under discussion. Our most popular subjects have included information on building a retirement plan, understanding the ROTH IRA, and help maximize retirement income.

Our goal is when you leave our seminar, you feel confident in your financial wisdom and ability to make smart decisions.

If interested in joining us, please register for the next seminar by visiting our events calendar page.