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* 1. Estate Planning: Think it's only for the rich? Think again! Understand what is covered in the plan and how to offer protection to your children and family.

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* 2. Investing Basics: Learn how to make your money grow, avoid common scams and understand the benefits of starting now.

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* 3. Learn how to manage student debt, handle bankruptcy, the right steps towards rebuilding your credit, and how to keep yourself out of the "red" zone.

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* 4. Understanding IRA's: Have you thought about opening an IRA? We'll help you understand what your options are, the benefits of 403B vs. your IRA options and the advantages of tax deferral.

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* 5. Learn how to create a systematic savings program: How to unconsciously save for your goals

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* 6. Taxes: How are different asset classes taxed differently? How to Build wealth on a tax-preferred basis?

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* 7. College Planning:  Get some tips on when and how much to start.  Learn your options for savings including tax deferred investments.

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* 8. Is a home purchase one of your financial goals?  Savings strategies, planning for large purchases, and mortgage programs available.

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* 9. Financial Planning Basics: How smart are your goals? This workshop covers it all! Setting goals, budgeting, having an emergency fund, insurance, using credit, investing, tax planning, saving for college, retirement planning and even estate planning.

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* 10. Protecting Your Assets and Your Family: Learn what options are out there to protect your assets and your family  should the unexpected happen.

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* 11. Is there any other Topic/Subject you are interested for a Workshop?

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* 12. What time of day would you like the workshop to be offered? Check all that apply.

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* 13. Business Owner Planning: Are you a business owner looking to learn how to maximize your business dollars for personal use? This workshop covers financial planning for new business owners, all the way to planning for your Exit. We will look at tax savings strategies, key employee retention strategies, and saving for your own retirement.

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