Request a Seminar for your Faith Group or Civic Group

Personalized conversations on these topics over phone or virtual can also be booked.

90-minute seminars are typical.

Saturdays at NOON or at 3:00 P.M.

• Preserve Family Harmony-Wills and Trusts (Enhanced Planning)

• Uphold Western Civilization-Pushing Back Against the Darkness with our Finances

• Business Owner Strategies-Attract & Retain the Best Talent, Mitigate Taxes & Risk Mitigation

• Retirement Income Planning-Am I On Track? Current Approaches to Reach Retirement Goals.

• The 2-Topic: Approaches to College Planning/ HSA-Health Savings Accounts-Why & How?