Our Seminar Topics
Debt Management
We discuss how to manage your debt and what factors to consider when trying to pay them down.
Types of Insurance
We review different types of insurance and the importance of each one during each stage of your career.
Investing
We'll share the power of time horizon, compounding and tax advantages of investing.
Retirement
We'll share factors to consider when planning for retirement and how important it is to start early.
Frequently Asked Questions
Is there a fee to host a financial seminar?
No, there is no fee. We offer free financial education.
Do you provide remote learning?
Yes. We are conducting webinars and organizing them through Zoom links and invitations that you can send your attendees.
Do you only work with one company?
No. We represent our clients and have access to over 50 carriers. We don't focus on a product but more service with financial solutions being the main focus.