Upcoming Events

We will be offering quarterly seminars and WebEx presentations. Be on the look out for our upcoming events. I am also available for private workshops in your home or at your office to discuss topics  such as the ones listed below.

  • Pension Maximization strategies
  • Business Continuation
  • Key man Insurance
  • Employee Benefits
  • Life Insurance strategies 
  • Retirement Planning
  • College planning
  • Estate conservation 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.