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.
Women's Listening Circle
Our monthly gathering of women of all ages and stages to have open and nonjudgmental discussions about money and learn from each other.