What to expect at a financial workshop

We’re looking forward to seeing you at the upcoming workshop. Watch this quick video for information about what to expect during our educational sessions.

What do I need to bring with me to the financial workshop?

We make it easy: Nothing!

For our free financial workshops, we provide all the educational materials you need. Come prepared to learn smart strategies for maximizing your retirement – that’s all! You can also make an appointment to come in and talk to a financial advisor one-on-one.

We’re excited to meet you at our upcoming financial workshop. At this educational workshop, you’ll learn how to maximize your qualified accounts like IRAs, 401(K) s, 403(b)s, TSAs, and pension plans. Our goal is to help you make the most of your benefits.

When you arrive, Jocelyn will greet you and sign you in, and you’ll receive a packet of information to help you follow along during the workshop. You can sign-up for a free consultation at that time. Or if you like, you can click the link below to beat the rush and sign up for your consultation today.

In the meantime, we invite you to browse through our YouTube channel for any specific topics that you might have questions about. Our channel provides educational videos on topics such as life insurance, annuities, tax strategies, and others.

If you have additional questions, feel free to reach out to us using the contact form below:

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