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Flexible Curriculum

Single Topic Workshops

(one hour in length)

  • College Planning
  • Investment Basics
  • Estate Planning Basics
  • Financial Planning Basics
  • Advanced Estate Planning 
  • Roth IRA Conversions
  • Retirement Basics
  • Retirement Income Planning
  • Social Security
  • Retirement Savings
  • Challenges for Women
  • Preparing for Long-Term Care
  • Special Needs Planning
  • Debt Management


The Complete Financial Management Workshop

(presented in 4 concurrent sessions or individually)

  • Risk Management
  • Cash Management
  • Investment Concepts
  • Tax Management
  • Retirement Planning
  • Estate Conservation


Four Pillars of a Successful Retirement 

(presented in 2 concurrent sessions or individually)

  • Social Security
  • Income Strategies
  • Tax Planning
  • Legacy Planning

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