Objective Education and Instruction
There’s value in education. Unlike other seminars, this comprehensive course is not product specific. You will receive objective information on all types of investments and tax strategies. This is an educational event. Nobody will try to sell you anything—so simply come prepared to learn in a very comfortable setting.
Your sessions will be instructed by a qualified financial professional. Attendees will enjoy the interactive lecture format where participation and questions are encouraged, though not required.
Opportunity for Personal Portfolio Audit
If you have any questions about your personal retirement situation, you will have the opportunity to schedule a complementary lab with your instructor after the course is complete. As an attendee you are also entitled to receive a personalized 401k/IRA and other investment portfolio audit. This consultation is complimentary for class attendees but is not required.