To help you reach your goals and enhance your financial well-being, we provide access to a Network of highly skilled Professionals from within our community. We refer to these professionals as Coaches.

Our Seminars and Workshops  enable our Coaches to provide community members with valuable information designed to help them better achieve their life goals.

  • Accounting Professionals
  • Business Coaches
  • Career Specialists
  • Certified Financial Planners
  • Credit Counselors
  • Education Funding Specialists
  • Elder Care Providers
  • Elder Planning Professionals
  • Funeral Planning Professionals
  • Group Benefit Specialists
  • Insurance Professionals
  • Investment Professionals
  • Legal Professionals
  • Mortage Professionals
  • Real Estate Professionals (Agent, Inspector, Stager)

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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