Request a Seminar for Your Group

 To request a free seminar for your group or organization, please email with the following information:

  • Your name & phone number
  • The name of your group
  • The date, time, and location of your seminar
  • Length of time you would like us to speak
  • The number of attendees expected
  • Whether or not you have a computer, projector, and screen available
  • The seminar topic requested from the following choices:
      • Investment Fundamentals
      • Retirement Basics
      • College Planning
      • Federal Employee Benefits
      • Retirement Plan Rollovers
      • Long-Term Care
      • Estate Planning
      • Portfolio Diversification
      • Maximizing Retirement Plan Distributions
      • Employment Transitions
      • Optimizing Your IRA Alternatives
      • Retirement Income
      • Market Ups & Downs

If you have a different financial planning topic in mind contact us to discuss a customized presentation.