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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

Technology is changing at breakneck speed. It’s affecting how we work, how we invest, how we play, how we educate ourselves —  even when and how we retire. And, we’re likely going to live much longer than we ever thought. Are you ready to handle the financial challenges you’ll face in this new world? 

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The Financial Plan You Need for Now, Later and Much Later

Join Ric Edelman as he shares his eye-opening insights about the impact that the future will have on your finances — and how critical it is that you prepare for it now, with three plans!

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Financial Goals Planning

Your financial goals are unique to your life and future dreams … and we want to help you achieve them.

Take just 15 minutes to find out how to start with small, easy steps toward achieving your goals. Goal-setting isn’t so scary with a good plan in place to help you stay on course. We can help with that.

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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?

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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.

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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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