Workshops

We offer several financial management workshops, even one with a woman's focus. Our educational workshops will present financial basics and help you understand some sophisticated financial concepts. Some workshops cover important financial concerns many people have, such as paying for college and long-term care, saving on taxes, and retiring in comfort. 

Women, Power & Money: Empowered by rising workforce participation and escalating income and wealth, women are increasingly assuming a powerful role in personal financial management. By 2010, women will control 60% of the wealth in the United States. This “gender revolution” in investments and personal financial management –is the “final frontier” for gender equality. 

A new thought-leading study was commissioned in conjunction with Harris Interactive® and Ken Dychtwald, president of AgeWave called The Allianz Women, Money, and Power Study. The purpose of the study is to create an unprecedented understanding of the attitudes and behaviors of women as they assume new roles in financial planning, saving, and investing. 

Retirement Basics: You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

Estate Planning Basics: An overview of basic estate planning concepts.

Advanced Estate Planning: Sophistocated estate planning strategies.

Living Legacy: Focuses on intergenerational wealth transferance.

Fixed Annuities: Learn how to accumulate, protect and manage money via the use of annuities.

No financial products will be offered for sale during the presentations.

Looking for a speaker for your company, church or association? Call today for prices.