| Investment and Insurance Workshops |
All workshops are done with the purpose to empower the audience. Our professional speakers have exceptional expertise in specialized fields such as: investment, Insurance Consulting, Tax Planning, Comprehensive Financial Planning, Employer Services, Educational Planning, Retirement & Estate Planning, Asset Protection & Risk Management Book Us Now
Investment Education Seminars Available:
- Back to the basics (Understanding Fundamentals of Investing)
- Benefit s Solutions that Count for Decision Makers
- Corporate Lunch and Learn Sessions
- Fundamentals of Financial Planning
- Making Benefits Count for Small Business
- Retirement Done Right
- Retirement Strategies and Wealth Transference
- Women in Transition
- Women, Money & Power
- Women in the Workforce
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Insurance Leveraging Techniques: Strategies on tax preferential accumulation of assets with emphasis on wealth preservation and distribution. |
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Annuity Basics: Learn how to accumulate, protect and manage money via the use of annuities. |
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