Get Educated

Online Registration

* indicates required field

When it comes to your financial future,
knowledge is the critical first step.

We strive to help you make informed financial decisions about the days ahead.

Our client workshops, speaking events and presentations provide an opportunity for you to receive additional financial information, as well as learn about topics that can help you live your best life. We offer informational seminars and guest speakers as well as educational handouts and reference materials.

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  Events:

 

Food for Thought – Thursday 9/21/2017

Speaker: Stephanie Lincoln, Owner – Balini Mind + Body
Topic:  Yoga and the benefits of exercise

To register for one of the events listed above, please call 904-824-5656 to find out how to qualify.
This is an educational workshop. No products will be offered or sold.