Broker Check

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.

Our Primary Purpose

Financial Planning Examples:

  • Quarterly Market Updates

  • First Thursday Webinars

  • Medicare Enrollment

  • Social Security Optimization

  • Long Term Care Planning

  • Money Manager Presentations

Our Primary Purpose

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

Have a Question?

Thank you!