When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.

Our client workshops, appreciation events, speaking engagements, coaching sessions, and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Upcoming Workshops:

Matson Money - Cost of Capital
Thursday, March 20, 2014
Hayden's Lakefront Grill

Matson Money - Cost of Capital
Tuesday, April 22, 2014
Stockpot Broiler Restaurant

All fields marked with a * are required.

*First Name:

*Last Name:


*City, State, Zip:

*Day Phone:

Evening Phone:

Email Address:

Which workshop would you like to attend?