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.