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