Workshops

 Workshops

Choose one or all of the workshops listed to be presented to your employees or group.  These presentations are educational in nature and do not recommend products or services.  You can view a segment of some of these presentations by clicking on "E-Seminars" on the homepage.   These workshops also use a coordinating workbook so attendees can follow along, make notes and share their thoughts with family or friends.

Topics Include: 

RETIREMENT PLANNING

INVESTMENT PLANNING

FINANCIAL MANAGEMENT

COLLEGE FUNDING

TAX STRATEGIES*

ESTATE CONSERVATION

TURBULENT TIMES- INVESTING IN TODAY'S MARKET

EMPLOYMENT TRANSITIONS

RETIREMENT PLAN DISTRIBUTIONS

LONG-TERM CARE INSURANCE

Schedule your workshop by calling John Goldman today!

Seminars listed are subject to availability. Please contact John at JohnGoldman@FinancialGuide.com  for a complete current listing of available presentations.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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