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Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information 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.
For your convenience, we have listed some of our 2017 seminars below. Locations and directions will be announced as available. If you are interested in attending one of these events, please sign up using the registration form on this page.
Essential Financial Strategies for the New Economy
*ALL SEMINARS BEGIN AT 6:00PM EST*