Retirement & Wealth Planning Specialists
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!