Schedule a Workshop for your Group

Our team would be happy to provide an educational and informative workshop for your non-profit organization, group, or employees.  Available topics include:

Workshops Regarding Financial Wellness:

• Planning for Long Term Care Needs
• Planning Your Retirement
• Building Your Financial Freedom
• College Funding, Making it Possible
• Retirement Strategies - Managing your money during retirement

Workshops Regarding Special Needs Planning:

• Planning for Your Child with Special Needs
• Sibling Expectations and Experiences with Special Needs
• Charitable Foundation Planning
• Grandparents of Special Needs Grandchildren