Seminar information

Financial Strategies for Successful Retirement®

Retire Better: Step One

The first step to a better retirement is preparation. Financial Strategies for Successful Retirement covers all aspects of retirement planning, providing new confidence in dealing with financial advisors.

We have no scheduled financial planning seminars for individuals at this time.  If there is enough interest, we will consider offering them again.

We are offering in-office financial planning seminars to companies.   While the class is designed for people at least 50 years old with a net worth of at least $1 million, it is valuable information to anyone interested in becoming better prepared for retirement.

Thank you for your interest in our Financial Education Seminars. Please fill in the fields below with your contact information and we would be happy to talk with you.

Seminar Registration

UPCOMING SEMINARS

We are not currently doing seminars, but please fill in your information in the form below if you are interested in attending should we restart the seminars.

Financial Strategies for Successful Retirement® Seminar

We are offering in-office seminars to companies for their employees.   Please contact us for more information and pricing.

The entire course consists of 4 sessions held on 4 consecutive weeks. Each session lasts 2.5 hours with a 10-15 minute break during which complimentary refreshments will be served.

If there is enough interest in the in-person seminar for individuals we will schedule one.