Events
Public Seminars for the 2020-21 Season have been canceled due to COVID-19 conditions.
Past and future public seminars are listed on my Facebook Events page.
To discuss or schedule a group presentation on the following topics, or another you have a particular interest in, please contact us. A group presentation is for 1 or more attendees and takes place via videoconference. There is no charge to attend seminars.
Title | Level | Audience |
Life in Business | Intermediate | Business or professional practice |
Managing Market Volatility | Intermediate | Investors |
Tax Diversify to Protect Your Retirement Income | Intermediate | Retirement investors |
Planning for the Business Owner | Intermediate | Business owners |
The Art of Long-Term Care Planning | Intermediate | Retirement investors |
Estate Planning Mistakes, Solutions and Strategies | Advanced | Investors |