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Classes & Seminars

Education is key!

class-senior-students-300x200 with frameOur team is passionate about teaching and believes that continued education is the key to empowering our clients. We hold relevant seminars on a regular basis so we can make sound decisions together.

The classes and seminars are taught so that our clients understand our key philosophies and are aware of recent law changes. We cover five main areas of proficiency in our financial planning classes and combine the various areas of your financial life into one important big picture.

The 2017 seminars are as follows:

Financial Strategies for Successful Retirement Classes

We are offering three sets of FSSR Classes this year:

Three Wed Classes: Sep 20, 27 and Oct 4


Three Thur Classes: Sep 21, 28 and Oct 5


Two Sat Classes: Sep 23 and 30

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Social Security & Medicare Seminar


We are offering one more Social Security & Medicare Seminar this year:

Oct 11

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Understanding Dementia & Alzheimer's Disease Seminar


We are offering an Understanding Dementia & Alzheimer’s Disease Seminar this year:

Jul 12

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Investments Seminar

We are offering one more Investments Seminar this year:

Oct 18

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Property Inheritance Seminars

We are offering a Property Inheritance Seminar on:

Nov 1

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Identity Theft Seminar

We are offering a very important Identity Theft Seminar on:

Sep 6

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Tax Planning Seminar

We are offering a Tax Planning Seminar on:

Nov 15

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks which include possible loss of principal.