Financial Workshops We Provide

  • 5 Mistakes Business Owners Make and How to Avoid Them

  • Exploring Options for a Quality Retirement

  • Financial Blunders – Lessons We Never Learn

  • First Time Home Buyers - Issues of Real Estate

  • Getting Fiscally Fit

  • Getting Your Financial House in Order

  • Identity Theft

  • Investing for Women

  • Investment Concerns in a Fragile Market

  • Is a Roth IRA Right for You

  • Is Life Insurance Right For You?

  • Understanding Critical Disability Issues

  • Women Approaching Retirement and Beyond

  • Estate Planning

  • Legal Lessons for Life

  • Maximizing the Right Mortgage Strategies in

  • Today's Market

  • Preparing for Long Term Care

  • Real Money - Real Estate

  • Refinancing Your Mortgage 101

  • Retirement Income Planning - A must for people ages 55 - 70.

  • Reverse Mortgages

  • Roth IRA - America's Next New Tax Break

  • Social Security Demystified

  • Strategies for a Sustainable Income in Retirement

  • Stress and Your Health

  • Taking Control of Your Cash - Eliminating Debt

  • Tax Planning

  • Understanding 401K Rollovers

OUR #1 GOAL - ASSIST INDIVIDUALS TO TAKE CHARGE OF PERSONAL FINANCES

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