Future and Past Events
Upcoming Financial Workshops
Please check back soon for future events.
Past Workshops Held
College Planning Essentials
Saturday, June 9th, 2019
How to plan and save for college.
Rethinking Retirement Income
Tuesday, April 16th, 2019
How to maximize income throughout retirement while using social security strategies.
Choose Your Retirement Path: Assist Pre-Retirees Who Are Near Retirement
Tuesday, April 9th, 2019
The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Blueprint for Financial Success and some Common Mistakes in Estate Planning
Tuesday, April 2nd, 2019
Attendees will learn the basis of building a strong financial foundation. Topics covered include managing debt, building savings, and protecting against risk and unexpected events. In addition, to identify solutions to common mistakes in estate planning.
Rethinking Retirement Income
Tuesday, March 26th, 2019
How to maximize income throughout retirement and the use of several Social Security strategies.
Choose Your Retirement Path: Assist Pre-Retirees Who Are Near Retirement
Thursday, March 21st, 2019
The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Blueprint for Financial Success
Tuesday, March 5th, 2019
Attendees will learn the basics of building a strong financial foundation. Topics covered include managing debt, building savings, and protecting against risk and unexpected events.
Choose your Retirement Path; Navigating the challenges on the road ahead
Wednesday, June 6th, 2018 - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Social Security
Wednesday, May 30th, 2018 - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Choose your Retirement Path; Navigating the challenges on the road ahead
Tuesday, May 8th - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Blue Print for Financial Success
Tuesday, May 1st - 5:30pm – 7:30pm
Getting your finances organized is the first step to getting them under control. Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals.
Choose your Retirement Path; Navigating the challenges on the road ahead
Friday, March 16th, 2018 - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Choose your Retirement Path; Navigating the challenges on the road ahead
Tuesday, February 20th, 2018 - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Social Security
Wednesday, November 1, 2017 - 5:30pm – 7:30pm
This seminar is designed to assist clients and prospects who are near retirement. The content helps raise awareness of the different factors that may impact their retirement lifestyles, as well as provide some possible solutions to help them take action by addressing their retirement and legacy needs.
Long Term Care Planning
Wednesday, October 25th 2017 - 5:30pm – 7:30pm
What is Long Term Planning? What is the right Plan? Join us in a discussion that will help you to understand the LTC wheel of benefits and the different options as solutions!
Long Term Care Planning
Wednesday, October 18th, 2017 - 5:30pm – 7:30pm
Getting your finances organized is the first step to getting them under control. Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals.
Blue Print for Financial Success (en espanol)
Wednesday, October 11, 2017 - 5:30pm – 7:30pm
How do you envision your retirement? How close are you to making your vision a reality? Knowing what to expect in retirement and the ways to save may help you plan better.
Blue Print for Financial Success
Thursday, May 11, 2017 - 6pm – 8pm
How do you envision your retirement? How close are you to making your vision a reality? Knowing what to expect in retirement and the ways to save may help you plan better.
Blue Print for Financial Success
Tuesday, May 2, 2017 - 6pm – 8pm
Getting your finances organized is the first step to getting them under control. Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals.
Six Keys for Capital Accumulation and Protection
Tuesday, March 28th, 2017 - 6pm – 8pm
For the La Unidad Latina (LUL).
Six Keys for Capital Accumulation and Protection
Tuesday, March 28th, 2017 - 6pm – 8pm
For the La Unidad Latina (LUL).
Blue Print for Financial Success
Friday, November 18th, 2016 - 2pm - 3pm
Getting your finances organized is the first step to getting them under control. Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals.
Blue Print for Financial Success
Tuesday, November 16, 2016 - 6pm – 8pm
Getting your finances organized is the first step to getting them under control. Come to this discussion designed to help you get a good handle on where you stand financially, while providing proven ways to help reach your financial goals.
Estate Planning for Blended Families
Wednesday, November 2, 2016 - 6pm – 8pm
Join us in a discussion about the unique aspects of planning for today’s complex family structures and how to avoid the most common planning mistakes.
Common Mistakes in Estate Planning
Wednesday, October 19, 2016 - 6pm – 8pm
It is not unusual to find significant mistakes in the wealth transfer plans of Americans. Most do not understand the transfer tax system, the nature of these mistakes, or their consequences. This presentation will help you help your clients uncover common wealth transfer mistakes; and, consider suitable, cost-efficient solution.
Planning for the Business Owner
Wednesday, October 12, 2016 - 6pm – 8pm
Many flourishing businesses do not survive; only one-third succeed in the second generation. The key is planning early to avoid conflicts between heirs and surviving owners; and provide sufficient funding. Business owners must rely on a team of tax, legal and financial professionals to plan for ownership succession; put funded buy-sell arrangements in place; and, implement insurance-based techniques to attract, retain and reward key management.
Guest Speaking
Please check back soon for future speaking events.
Past Guest Speaking Events
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