Would your place of business benefit from a fun, relatable speaker on how to set yourself up for financial success or retirement planning? We have partnered with multiple employers large and small around the state to add value to your next monthly meeting. Whether its educating Real Estate professionals on the unique investment or retirement vehicles available to them, or information on what to do with your previous workplace retirement accounts. We have a list of diverse, and valuable topics to share.

Common Topics Include:

  • Retirement Planning for Self-Employed Individuals

  • Just changed jobs? Transitioning from one employer to another

  • Stages of life… what to do after the house, marriage and children
  • Small Business Owners: How to Protect your Assets
  • Estate Planning; Start with a Will.
  • How to live a Debt-Free life and Invest in yourself

To find out more about your next event please fill out the following information:

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