Events

CLICK EVENTS to register for the whole series or individual workshops

The Family Wealth-Building Institute

A series of informational workshops designed to help diverse families GROW, PROTECT and TRANSFER FAMILY WEALTH.

This is not your typical one-day workshop that leaves you with more questions  than answers. Each of these COMPLIMENTARY workshops provide you with the knowledge, assistance and tools to build family wealth.

WORKSHOPS AVAILABLE

BASIC FINANCIAL MANAGEMENT

This workshop focuses on cash management, managing your taxes, saving for retirement, and leaving a legacy. Everything you need to build, manage and pass on family wealth!

UNDERSTANDING INVESTMENTS

Focuses on myths of investing, allocation models, tax deferral, bonds, mutual funds, and dollar cost averaging. All the  information you need to start investing now.

RETIREMENT PLANNING

This workshop is for ALL AGES; we will provide you with the knowledge needed to prepare for and maintain a  successful retirement.

BUILDING A FAMILY LEGACY OF WEALTH

Shelter from economic storm and instability begins with building a strong financial foundation. Whether you're just starting out or have already made a few money missteps, it's never too early or too late to bolster your foundation for wealth. Discover how setting up and maintaining an emergency funds account, polishing your cash flow management skills, and establishing clear goals can help you keep your financial “house” in order.

MINI-MOGULS (Lessons in money management) (For ages: 9 - 15)

Saving, investing, and business ownership: all kid's stuff at Mini Moguls Camp Money. At this one-day camp, lively characters from the Mini Mogul comic book series put “fun” back in the fundamentals of finance. Innovative, hands-on activities will help kids begin their financial lives wisely and responsibly.