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Financial Workshops

My firm offers financial workshops to groups and organizations that have a desire to learn more about how to chart a successful financial future & retirement!

Today's financial investment world is full of variety and confusion. More types of investments exist today than at any other time in history. When you understand the variety of investments that are commonly used, you can make smart choices about which alternatives will best meet your needs.

Your team’s retirement needs may seem a distant concern. Our seminar will express the importance of starting a retirement plan now. No matter what stage of life you are in, it is never too late – or too early – to start your retirement plan.

Our retirement planning workshops are fun and educational, and are not a forum for individual investments or insurance product sales. Retirement planning concepts and tools are presented in an informative, enjoyable, and professional manner. The seminar features practical and relevant information.

Workshop Objectives

  • “The 7-Steps to Financial Success: Position Yourself for Healthy & Happier Retirement”
  • We help individuals determine their goals for retirement and develop a plan to meet them.
  • We help individuals assess their current financial situation utilizing our retirement planning tool.
  • We help individuals understand a variety of retirement planning concepts.

Our 7 specific retirement planning steps will help attendees develop a stepping stone to the next phase of their retirement planning and decisions. We also share interesting insights on the various generational bands (Baby Boomers, Gen X, Y, etc.) and how it affects retirement planning.

Please contact us to learn more about how we can help customize a retirement planning workshop for your team.

For more information about our free financial workshops, please feel free to contact us!


For more information about our free financial workshops, please feel free to contact us!

We Specialize in the Firefighter Industry

The 2013 Annual FireWomen’s Conference in Frisco, Colorado was so much fun. I had the pleasure of presenting “The 7 Steps to Financial Success” Workshop.

I am deeply committed to helping Firefighters with their retirement planning and I feel honored to have been invited to spend time with the group again this year.