Events

We provide high-quality financial education to the public and professional centers of influence, so they understand their finances and make smart financial decisions for their overall estate.

The Dodd-Frank act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts and strongly suggested financial literacy education for adults.

The Educational Courses we offer were developed specifically to educate the public about financial terms, concepts, and strategies in a classroom setting giving them the tools they need to make smart decisions about their financial future. Each of the courses is presented in an easy-to-understand format and covers all the bases to help you plan for your estate planning. We teach courses throughout the year, so be sure to check the Events page often for our current schedule.