Churches / Groups

Churches as well as educational and civic organizations are the backbone of our community. Our goal is to meet the needs of the community by coming to you. By covering topics from Estate Planning to Investing Basics we attempt to familiarize the individuals in your organization with the importance of setting financial goals. Setting goals is just the beginning. We go further in these workshops by walking you through a risk tolerance exercise. We have provided investment education to numerous organizations over the years. These workshops can be customized to best fit the needs of your organization. Sign up for a workshop today. We look forward to working with you. Some geographic limitations apply. Please call for details.

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