If you are an organizational leader and looking for strategies that will lead to increased confidence and productivity of your staff or key stakeholders, consider hosting a financial seminar on a topic that may be creating financial anxiety and concern.

 

Effective education and coaching increase staff productivity and effectiveness.

 

The most popular topic areas include:

 

• Positioning Yourself for a Successful Retirement

• Developing your Legacy Plan using Wills, Trusts, Powers of Attorney and Avoiding Estate Administration Pitfalls

• Helping Aging Loved Ones - Financial Implications and Important Conversations

• Smart Investment Strategies - Linking your Investment Plan to your Life Plan

• Foster Health to Enjoy Your Wealth

• Navigating Life Transitions - Psychological Framework and Financial Implications

 

Contact us to start a conversation on creating customized training experiences for your team!

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