Upcoming Events

We offer 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 advisors, it is possible to for us to coordinate these workshops.