October 2017 will mark our eighth annual Client Education Day! Our objective for the day is to provide you, our valued clients, and your guest(s) with opportunities to learn and apply relevant information that could potentially benefit your financial situation. Contact our office for more information on this exciting event.
We are bringing together several speakers to address a wide variety of topics. There is no cost to you or your guest(s). There will be approximately 15 workshops offered throughout the day. Our clients and guests have the opportunity to pick and choose topics of interest presented by an array of experts in areas like Social Security, identify theft protection, health care, long term care, estate planning, economic outlook, required minimum distributions, demensia, protecting your home, beneficiary designations and legacy, investing in real estate, tactical investment strategies, risk weighted investing and other specific investment strategies. Please contact our office to register for this event or to request a brochure describing the event. PLEASE NOTE: During the first four sessions, there are three classes to choose from during each session. When you call to register, please indicate which sessions each individual would like to attend during each period.
Client Education Day
Date TBD in October 2017
8:30 am - 4:15 pm