We invite all visitors to view our current Calendar of Events and inquire about any session that may be of interest.  Check the calendar frequently as we are frequently adding programs.

We do request that all prospective clients (both spouses) attend an educational session at no fee before scheduling an individual appointment for planning.  This enables everyone to start the important personal planning with enough knowledge to make informed decisions.  Families are encouraged to attend as well.

We invite financial professionals to view our Continuing Education Course Menu for descriptions of the various courses we offer.  We are happy to come to you to conduct an educational program at your location or we can host your group.  If you have any special requests, please don't hesitate to ask.  We accommodate reasonable requests.

Our Learning Center comfortably holds 16 people, so all programs require advance reservations.  We also provide refreshments and prepare handout materials based on the number of reservations.