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FREE FINANCIAL WORKSHOPS

We are passionate about empowering individuals to build a solid financial foundation. We believe that everyone should have access to quality financial education, regardless of their background or current financial situation. Our team of caring professionals and everyday educated neighbors is here to provide support and resources to help you take charge of your financial future.

We believe so much in educating, understanding and empowering families, that we are offering complimentary financial workshops. That's right, FREE! No catch, no cost. We’re positive that you and your family will benefit from our workshops and financial professionals. Your friends and co-workers will too! It’s just part of our mission and commitment to helping communities break the cycles of poverty so they can change their family's financial future.

Building Savings & Wealth

Comprehending the Effects of Time & Inflation on Your Assets, The Financial Foundation Mindset​

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Understanding Asset Accumulation Strategies

The Cost of Waiting & Its Impact on Accumulating Wealth, Building a Proper Emergency Fund

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Increase Cash Flow & Manage Debt

Increasing Cash Flow Now, Building a Real Plan to Become Debt Free Faster

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Fulfilling Long-Term Goals

401k, IRA, Pensions, Annuities, IUL, The Future Impact of Taxes on Your Retirement Plan

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Preparing with Proper Protection

The X-Curve Concept &

The Value of Protecting Your Assets & Liabilities

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Optimizing

Social Security

Understanding & Maximizing Your Benefits, Pensions & Social Security, Spousal Benefits, Divorcee Benefits

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Your Health & Your Wealth

Strategies To Transfer & Preserve Your Wealth, Understanding the Inevitable Impact of Medical Expenses

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Understanding 401k/IRA Rollovers

What is an Annuity, What Are the Tax Advantages of Rolling Over to a Tax-Advantaged Annuity

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Can't come to us? We'll come to you!

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