Lunch ‘n Learn Sessions

Our seminars are focused on educating individuals and families on how they can make healthy financial decisions that will have a positive impact on their lives. Each one is tailored to a specific group so it keeps the material fun and engaging. Host a “Lunch ‘n Learn” session for your employees and we will provide a $100 Visa Card for a free draw to those in attendance. Your choice of “Lunch ‘n Learn” sessions include:

  • Investing 101 – Understanding the Jargon & Options
  • Retirement Readiness: How much do I need? Will I outlive my income?
  • Your Money: Take control of your finances
  • Life Stages: Financial strategies for a lifetime
  • Estate Planning & Leaving a Legacy