One service we are available to offer is to conduct educational workshops for businesses of any size and other organizations. In our fast-paced world, often one of a family’s biggest stressors and challenges can be money, their financial situation, or wondering if they’re heading in the right direction. The workshops we conduct are educational in nature to give a broad overview of personal finances. Employees are more productive if they feel more confident in their futures, particularly in the area of their finances at home. Topics often considered for our workshops are:
- Introduction of the Macro Asset Perspective (MAP)
- Strategies for Building a Better Retirement
- Addressing the Six Key Areas of Capital Accumulation and Protection
- Tax Diversify Your Retirement Income
- Long-term Care Planning
- College Funding
Please let us know if you’d like more information or would like to schedule a workshop. Give us the opportunity to customize this process for you and your organization.
