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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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Road Trip! Successfully Navigating Your Journey to Retirement

Your world is changing at breakneck speed, which means your financial strategy needs to change, too. If you’re wondering how to navigate life’s twists and turns — and make smart financial decisions along the way — join us at our new seminar to see how the future will be the most exciting time of your life!

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Getting the Most From Your Retirement Plan at Work

You’re probably contributing to your 401(k), 403(b) or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future?


Financial Goals Planning

Forget trying to stick to a budget when it comes to financial goals planning in the new year. Learn how to focus on setting positive goals for what you need TO DO, instead of the negative hang-ups associated with what NOT TO DO. Our new webinar will help show you the way.


The Truth About Retirement Plans and IRAs Webinar

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


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.