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Our Personal Finance Seminars — Entertaining as Well as Informative!

Get the knowledge you need to plan your financial future. Join the tens of thousands of people who have attended our seminars! Click the blue box to view the seminars coming to you.

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Seminars and Other Events

Preparing for Retirement

Attend our seminar, Preparing for Retirement, and discover three essential keys to help you enjoy a successful retirement.

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Estate Planning: Keeping Your Money in the Family

Are you – or a friend of family member – dealing with inheritance or estate planning issues? This webinar addresses the importance of family dynamics, how to begin thinking about the question "Who gets what?” and much more.

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The Truth About Retirement Plans and IRAs Webinar

Watch this webinar to learn the 4 investments you should never choose for your retirement plan, what to do with old retirement accounts, and much more.

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Are Your Emotions Causing You to Make Money Mistakes?

Many fail financially because of how the brain tricks you. This webinar will look at 10 specific biases we have and the 5 ways a financial advisor can help.

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11 Great Reasons to Carry a Big, Long Mortgage Webinar

Did you know that a mortgage can be an important tool to help you achieve financial success? This webinar explores the 11 great reasons a big, long mortgage can help you achieve financial security in retirement.

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