Workshop

Community Workshop
Community Workshop

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Community Workshop
Community Workshop

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College Workshop
College Workshop

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Community Workshop
Community Workshop

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Comprehensive Financial Planning Workshop
 
Topics:

 

  • Student Positioning with College Planning

  • Family financial for college funding

  • Essay & College Application Bootcamp

  • Retirement Planning

  • IRA, 401K, Annuity

  • Personal Pension Plan

  • Financial Strategies for Small Business Owner

  • Personal Family Bank

  • Hybrid Long Term Care

  • Tax Reporting during College Year

  • Personal Financial Planning