Giving Back To The Community
Our Advisor's frequently speak to the public and private organizations on a variety of retirement related topics. Whether you are someone looking to learn more about potentially improving your own plan, or looking for an experienced speaker for your organization we have several different topics and opportunities for learning available. Our intent through these programs is to help people better prepare for retirement. The vast majority of our attendees are looking for useful education on managing their retirement. That is what we provide. They are purely educational. We do, however, find some attendees realize they could use an advisor. So on occasion we meet new clients through these efforts.
Courses Open To The Public: Our Advisors are passionate about helping people in our community learn more about the various aspects of retirement. They can frequently be found throughout the year teaching for various non-profit and lifelong learning organizations on retirement related topics. You can find the dates and times of these presentations as well as registration requirements by following the link below.
Corporate Education: Our highly credentialed and experienced Advisors are regularly sought out by private organizations to help their employees prepare for a successful retirement. Click the link below to see our brochure on programs currently available for corporations. Inquiries should be made to James Whitlock at 410-677-4848.