Seminars
We have two seminar series for individuals based on "The Six Windows of Life", major financial decisions that all people make, or will make, in their lives. Our first series, Life Planning Series 1 was developed for those entering into the beginning stages of financial independence. Reducing college expenses, buying a home, getting the most out of your employer’s benefits, and reducing your living expenses are some of the numerous topics examined in this series.
Life Planning Series 2 is designed for those entering retirement and beyond. We probe topics ranging from wealth planning and extended healthcare to estate planning and healthy living.
We also have a seminar series designed for businesses. For the last several years, employers have been reducing the level of coverage or increasing the costs of benefits to employees. Our team works with your management to enhance the employee benefit programs while minimizing the costs to you, the employer. And after developing the new employee benefits package, we put on informative seminars to help educate the employees on the recent changes. We call this series "Enhancing the Workplace".
These seminars can be set up in a number of ways to meet the needs of your church, employer, group or business.
To find out more, please give us a call!
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