facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Educate | Inform | Motivate

Learn About Our Workshops

You can find trendy financial news almost everywhere, but it is difficult to use this information to make informed decisions and create a roadmap for your future. Nancy holds workshops designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation.

When it comes to important subjects such as investing and risk management, it makes sense to learn from a reliable, trusted source. Nancy holds workshops at corporations as well as webinars virtually during which attendees learn how to:

  • Integrate their finances with their goals and values
  • Properly allocate their assets within their employer retirement plan
  • Reallocate these assets as economic changes occur
  • Use investment strategies to help reduce risk and help increase returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure their estate plan still functions properly under new laws
  • Create their own goals for their financial futures
  • How Tax Planning Changes during the four stages of Retirement


Stay Tuned for Upcoming Events or Contact Us to Learn More