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  • Women “ONLY” Programs
  • Youth Financial Literacy Program
  • Wills and Trusts Preparation Program
  • Debt Management Program
  • Fraud Program
  • Retirement Program
  • Health Program


CONGRATULATIONS! Turning 65 is one of the major milestones in life. This is a new chapter in your life that is highlighted by the fact you are now eligible for Medicare! Now is the time to review your coverage options to ensure your health care needs will be met. There is no such thing as a “one size fits all” plan. We can assist you in evaluating your options as you become eligible for Medicare.


Are you at risk for financial fraud? You’ve heard the saying “If it sounds too good to be true, it probably is.” Successful fraudsters make their deals look just good enough to be true. Learning what is “too good” can be difficult – even to the savviest businessperson.

Everyone is susceptible to financial fraud – even you. This seminar will cover how to spot red flags of fraud.

We also recommend partnering with a Shred Company in your locale for a Community Shred Day to help prevent identity theft and safely dispose of confidential information.


Do You Have Retirement Questions? If so, you are not alone. Today, many people have questions about retirement. People seem unaware of their options for lifetime income and may feel worried about their future when they no longer receive a regular paycheck.

59% of Americans worry they will not have enough money for retirement.

As people live longer and the number of years potentially spent in retirement grows, it will become increasingly important for Americans to understand their retirement income options. Knowledge in methods to improve financial well-being as we approach retirement and ways to preserve wealth in retirement are among two of the concerns faced today.

This seminar will provide answers to many common retirement questions and help you better prepare for future financial well – being.


Only 14% of women surveyed are very confident they will have enough money to maintain their lifestyle throughout retirement. 75% of women surveyed say having enough money to maintain their lifestyle throughout retirement is very important! Are you among them?

Prudential’s 2014 – 2015 Research Study states, “More than ever, women control their household’s purse strings. However, a recent study found that many women lack long – term financial preparedness and do not feel confident in their ability to reach their long – term retirement goals”.

Whether you are married, divorced, widowed or single – it’s time to understand your retirement options and learn how you may be able to establish financial independence. Strategic financial understanding and planning is an evolving process as your venture through your 20’s, 30’s, 40’s, 50’s, 60’s, 70’s, 80’s or 90’s!

You will learn how to:

  • Maintain your lifestyle throughout retirement
  • Cover long- term health care expenses
  • Optimize your Social Security benefits
  • Take advantage of life insurance benefits
  • Create a comprehensive income strategy

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