The Complete Financial Workshop

The Complete Financial Management Workshop Is an Interactive Class and includes a 160 page workbook published by Emerald Connect Publishers.  The workbook covers:

    Six Keys To Financial Success

    Risk Management

    Cash Management

    Investment Concepts

    Tax Management

    Retirement Planning

    Estate Conservation

 

These workshops are a wonderful way for attendees to gain a better understanding of their personal finance and the knowlege they need to assist them in their financial decisions.  The workshop further illustrates our mission, to help people make smart choices with their money so they can live their lives on purpose for the reasons that are important to them.  

To request additional information, click HERE or go to the contact us page.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck