- Financial planner auditions – how to pick your supporting cast
- Education funding – how to keep your kids in private school and college without going on the Alpo diet
- Insurance planning – what if the beer truck doesn’t kill you?
- Wealth management – now I’m comfortable, how do I stay this way?
- Retirement planning – will there be too much month at the end of the money?
- Estate planning – death may be inevitable, but estate taxes aren’t
- Mind your own business – what business owners need to know about using their financial assets and company structure
Give us a call to find out our current schedule and/or to request a specific topic for your group.