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Educational & Engaging

Who would have thought Financial Seminars could be both? No chicken dinners or sales pitches.

We love the personal power and confidence that comes with understanding how your finances support your life!

We present complex topics reduced to plain English with simple illustrations.

We offer a variety of seminars throughout the year. This page will be updated regularly. Stay tuned. 


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 6, 2020

6:00p - 7:30p

Emerson Elementary

Special Needs Planning

Many families with children living with a disability, don’t know what will happen when they are no longer there to care for their child. This workshop will discuss the parts of financial planning for a dependent living with special needs including life care planning, special needs trusts, letters of intent and guardianship

Event Registration

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