Professional Topic Coaches provide an informative overview of the topic and convey easy-to-use strategies designed to help participants enhance their financial well-being. Sessions are informal and participants are able to ask questions throughout the session. Following each session, participants may also schedule a Personal Consultation.

Note: Seating is limited. It is wise to pre-register for the session. When possible, the session will be held in locations featuring ample free parking and easy access to the building.

Upcoming Events

Calendar of financial seminars and workshopsView our list of Upcoming Financial Planning Seminars and Workshops

Group Bookings

Although you have the ability to join any of our Seminars or Work Shops as a group, we also offer customized sessions.  If you would like to book a seminar or workshop for your organization or company, please contact Shawn Murphy.


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