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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

DC metro area, a rapidly changing world 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!

Click “LOCAL SCHEDULE” to see all the dates and times in your area or “DETAILS” to learn more.

LOCAL SCHEDULE | Details | See All Locations
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Seminars

Road Trip! Successfully Navigating Your Journey to Retirement

DC metro area, a rapidly changing world 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!

Click “LOCAL SCHEDULE” to see all the dates and times in your area or “DETAILS” to learn more.

LOCAL SCHEDULE | Details | See All Locations

Webinars

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.

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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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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 five ways a financial advisor can help.

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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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