Workshops We Offer
Managing Debt & Credit. Steps to create your household budget and how to take control of your debt. You’ll walk away with three defenses against credit card debt, and you’ll learn how to set financial goals.
An in-depth look into the benefit offerings from your organization, including the various types of insurances offered. Supplemental and individual strategies and why protection is a fundamental part of any financial plan.
Investing 101 to help you better understand some of the concepts and strategies so you can better manage your financial goals. How Distribution or Income Planning differs from Accumulation or Saving for Retirement.
Setting up your game board and the Rules of Playing the Game, Social Security Claiming Strategies and Pitfalls to Avoid, The A,B,C’s of Medicare, and Myths of Healthcare during retirement.
Workshops We Offer
Documents that everyone should have or consider as part of their overall estate and legacy planning
Steps you can take to protect yourself and your accounts from potetnail threats
LOANS - for higher education or to provide a vehicle are crushing parents and their children alike. We'll discuss ways to get a handle on dealing with them
It has alwasys been about RISK - whether to your portfolios, the stuff you own, or on yourself. Let's take a look at what makes sense to have in place for you.
