Personal Financial Planning Workshops
Coming Seminars and Workshops - Dates & Times
The following is a list of seminars and workshops we have scheduled.
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.
One-hour presentations providing a general introduction to financial planning.
Information Request Form for more information or a quote on any of our
products and services.