Lifelong Learning

Lifelong Learning - Knowledge Builds Confidence

Clients who understand markets, investments, and financial planning are more likely to stick to their plan during difficult or volatile periods.

We support "lifelong learning" and are proud to offer an extensive curriculum of classes and events for both our individual and company clients. These are held in our classroom, a company location, online, and at off-site locations. We create unique, fun and interesting experiences, while engaging experts to present dynamic topics and building a sense of community among our client families.

Financial Planning Examples:

Quarterly Market Updates
First Thursday Webinars
Medicare Enrollment
Social Security Optimization
Long Term Care Planning
Money Manager Presentations

Lifestyle Examples:

Aging in Place and Elder Care Facilities
Travel Tips
Exercise and Nutrition
Home Remodeling Tips
Art Classes - Painting/Woodworking/Photography
Improving your Golf Swing

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