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

Calculators