Educational Workshops and Webinars

Lunch and Learn - Educational Workshops & Webinar Wednesdays Series

Topics for Educational Workshops include but are not limited to:

College Planning

Disabilty Insurance for Physicians, Dentists and Medical Professionals

Estate Planning Basics - Part 1

Advanced Estate Planning - Part 2

Financial Planning Basics

Investment Basics

Introduction to Annuities - Part 1

Planning for Long-Term Care

Retirement Basics

Retirement Income Planning for 2018

2018 Guide to Retirement

Retirement Savings Challenges for Women

Roth IRA Conversions

Social Security

Special Needs Planning

Variable Annuities - Part 2

Where 2 invest for the future?_American

Women and Money

Your Employer-Sponsored Retirement Plan

Eash session will be limited to 45 to 60 minutes and will include generic educational information that is not product specific or sales related.  Materials presented will include 20 to 40 power point pages with charts and graphs to illustrate specific concepts, historical perspectives and ideas.  Q & A will follow each session.  Each Topic or Presentation can be customized and offered as part of an overall Employee Education Program for your Hospital, Medical or Dental Practice including Specialty Societies and Associations. In addition, we provide 1/2 day and full day comprehensive workshops, i.e., The Complete Financial Management Workshop and Financial Strategies for Successful Retirement.

When: Thursday, December 31, 2020 - 12 PM Noon
Where: TBD - On-line, On-site, Our Office
Host: John Sklencar
Phone: 610-940-1733
Directions: Let us know if you would like to organize a financial educational program for your 401k participants, staff, employees and/or members. "Contact us today to discuss how we can assist you!" We can tailor a program customized to your needs.