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Workshop For Hire

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!