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Workshops
I offer several financial management workshops on a variety of topics.
These educational workshops present financial basics and help you understand some sophisticated financial concepts.
You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.
These workshops are free, and no financial products will be offered for sale during the presentations.
I will cover important financial concerns many people have, such as paying for college and long-term care, saving on taxes, and retiring in comfort.
And I have special information for women who are divorced or widowed:
- Tax implications
- Estate planning
- Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.
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