We offer a range of workshops on a variety of financial planning topics. Our workshops are tailored to your specific learning objectives. These workshops can be designed and developed for in-person delivery or online delivery (i.e. webinars, either live or pre-recorded).

Sample Workshops

“Is Your Retirement Plan on Track?”

“Tax Planning Made Easy”

“Understanding Your Severance Package and Pension Plan”

“Avoiding the 10 Most Common Estate Planning Mistakes”

“The Balancing Act: Living for Today and Saving for Tomorrow”

“What’s Your Number? Smart Saving for a Prosperous Retirement”

The rates for our workshops are determined after discussing your needs and will depend upon the amount of customization, length of training, training format etc.