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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 upcoming 2018 classes and seminars are as follows:

Retirement Classes

We are offering the course three times in the Winter, Spring and Fall:


3 Wednesdays: Jan 24, 31 & Feb 7

3 Thursdays: Jan 25, Feb 1 & 8

2 Saturdays: Jan 27 & Feb 3


3 Wednesdays: April 25, May 2 & 9

3 Thursdays: April 26, May 3 & 10

2 Saturdays: April 28 & May 5



3 Wednesdays: Sept 19, 26 & Oct 3

3 Thursdays: Sept 20, 27 & Oct 4

2 Saturdays: Sept 22 & 29

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Social Security & Medicare Seminars

We are offering Social Security & Medicare Seminars on:

Feb 21, May 16 & Oct 10

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Inherited IRA Seminar

We are offering an Inherited IRA Seminar on:

Feb 28

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Investment Seminars

We are offering Investment Seminars on:

March 14, May 23 & Oct 17

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Understanding Dementia & Alzheimer's Disease Seminar

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

June 6

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ID Theft Seminar

We are offering an ID Theft Seminar on:

Aug 22

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Property Inheritance Seminar

We are offering a Property Inheritance Seminar on:

Nov 7

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Tax Planning & Economic Update Seminar

We are offering a Tax Planning & Economic Update Seminar on:

Nov 21

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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.