Upcoming Calendar

We will be offering quarterly seminars starting in Spring of 2009 . Be on the look out for our upcoming event. I am also available for private workshops in your home or at your office to discuss topics  such as the ones listed below.

• Business Continuation
• Key man Insurance
• Employee Benefits
• Life Insurance Planning
• Retirement Planning
• College planning
• Estate Planning
• Investment Advisory Services

Please give us a call to discuss other topics of interest. As we work closely with other advisor it is possible to for us to coordinate these workshops.