Knowledge to Enhance Your Income for Life
Educating people is high on our agenda. It’s how we spread the word that, yes, you can have a financial plan that keeps working for you for as long as you need it, not just until you attain a certain age.
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Watch for details on the gala launch party for our new website.
An overview of our seminar program:
- For everybody: “The Top Ten Money Mistakes” help your organization to conserve its precious financial assets.
- For charities: We can tell you everything you need to know about planned giving from your best donors.
- For employees: We talk about planning your investments, making the most of your employee benefits, and maximizing your company and government retirement plans for a lifetime of income and lifestyle protection.
- For engaged couples: We’ll show you how to plan your finances right the first time so that you’re on track for the rest of your lives together. How’s that for an addition to your wedding vows?
- For young families: You have many demands to meet with just so many dollars. We’ll tell you how to make the right decisions that won’t leave you short changed as you grow older.
- For seniors: You never lose your need to manage your resources so that they can support your ideal lifestyle. We’ll help answer your questions.
- For business owners: You have special demands to protect your business because it protects your family. We’ll conduct a seminar that answers all those questions about investments and insurance for business owners.
Invite Us: We Bring Expertise to Your Living Room
Or to your place of work or to your church or to your retirement residence. To receive regular notices of our public seminars, send us a request through the Contact page.