Financial education, individually or in the workplace, is quickly becoming a desired benefit. We offer customized financial workshops that empower you, your members, or your employees with the ability to:
Our office offers a wide variety of educational financial workshops that are specifically designed for the distinct needs of individuals, employees, executives and their families. The mission of this series is to empower you with financial education so that you are able to make informed decisions for your financial future.
If you are interesting in attending one of our workshops or scheduling an educational workshop for your employees over lunch or breakfast, please feel welcome to contact us at (508) 226-2140.