Personal Finance Workshops

SINGLE TOPIC FOCUS

These single session workshops are designed to focus on a specific financially related topic, area of financial planning or investment management. The workshops are free and are scheduled periodically as we identify a current public need for information. These sessions will contain information from learning a basic understanding of the subject matter through advanced strategies. This is an interactive format where your individual questions are welcomed but not required.

Click on any scheduled class for registration information:

2010 TAX PLANNING STRATEGIES