Educational Workshops


Financial education, individually or in the workplace, is quickly becoming a desired benefit. We offer customized financial workshops that empower you, your members, or your employees with the ability to:

  • Make wise, educated financial decisions for yourself and your family
  • Understand all of your available financial options in the present and in the future
  • Improve participation in existing group benefit offerings


Our office offers a wide variety of educational financial workshops that are specifically designed for the distinct needs of individuals, employees, executives and their families. The mission of this series is to empower you with financial education so that you are able to make informed decisions for your financial future.


Our financial workshops include:

  • 10 Strategies to Help Secure Your Financial Future
  • Estate Planning Strategies
  • Can I Retire on Time?
  • Solving Retirement
  • Driver's Education for 401(k)/403(b) Investing
  • Understanding Your Pension Income Options
  • Building Net Worth for Younger Investors
  • Tax Efficient Retirement Strategies
  • College Funding
  • How to Be a Successful Investor
  • Traditional vs. Roth Accounts
  • Invest in Yourself: A Workshop for Women
  • Common IRA Mistakes Workshop
  • Understanding Life Insurance
  • And more...


If you are interesting in attending one of our workshops or scheduling an educational workshop for your employees over lunch or breakfast, please feel welcome to contact us at 508.695.2140.