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Events & Workshops
We believe in the power of knowledge. This is why we often host educational workshops to empower the local community with the tools and information they need to make smarter financial decisions.
Who would benefit from attending these events?
These public sessions are created to help people with the following common circumstances…
New Retirees
If you are recently retired but still need to make important financial decisions, attend one of our events so those decisions can be well informed.
Approaching Retirement
Are you thinking about retirement? Do you need answers in order to map out your retirement plans? Do you need retirement peace of mind?
High Net Worth Individuals & Families
If you have significant assets, you must take the proper steps to protect those assets for the rest of your life and for future generations.
Upcoming Events
No events at the moment
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