Investment and Insurance Workshops


All workshops are done with the purpose to empower the audience. Our professional speakers have exceptional expertise in specialized fields such as: investment, Insurance Consulting, Tax Planning, Comprehensive Financial Planning, Employer Services, Educational Planning, Retirement & Estate Planning, Asset Protection & Risk Management Book Us Now

Investment Education Seminars Available:

  • Back to the basics (Understanding Fundamentals of Investing)
  • Benefit s Solutions that Count for Decision Makers
  • Corporate Lunch and Learn Sessions
  • Fundamentals of Financial Planning 
  • Making Benefits Count for Small Business
  • Retirement Done Right
  • Retirement Strategies and Wealth Transference  
  • Women in Transition
  • Women, Money & Power
  • Women in the Workforce

Insurance Leveraging Techniques: Strategies on tax preferential accumulation of assets with emphasis on wealth preservation and distribution.


Annuity Basics: Learn how to accumulate, protect and manage money via the use of annuities.





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