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Personal Financial Planning Workshops

 

Coming Seminars and Workshops - Dates & Times

The following is a list of seminars and workshops we have scheduled. 

Date Subject Time Location Register By
         
  None Scheduled      
         

 

WealthBuilder

One-day financial planning workshops where each attendee works on his/her own data under the supervision of a financial planner. The day concludes with a half-hour private consultation.

 

Educational Seminar

One-hour presentations providing a general introduction to financial planning.

 

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Last modified: November 10, 2009