As part of our community outreach, we offer workshops to businesses, institutions, community groups, and non-profits. Below are samples of previous seminars. We have an existing library of materials available, and can also partner with you on content, to create a presentation tailored to your specific interests.

Taxes in Retirement

Learn what you need to know about how your wealth will be taxed.

Year End Bottom Line

Harvesting your portfolio with the gains and losses, to optimize your return.

Identity Theft and Cyber Security

What you need to know.

The Security in Social Security

Make the rest of your life the best of your life.

Empowering Women to Take Control of Their Money

Because women face a unique set of financial challenges, knowing how to invest and plan for the future is critical to achieving our financial security. Our workshops provide a roadmap for making your money work as hard as you do.

If you are interested in any of these workshops, or have questions about the topics, please call our office at 508.842.0539.