Investing for College. Being able to send children or grandchildren to college is one of the great priorities in most families. That makes it easy to get prospects out to a seminar. This one is constructed to cover anything from basic investing concepts to advanced strategies. You choose the products to emphasize. See a PowerPoint Demo. E-mail us.

Investing for Grandchildren Success. There are 60 million grandparents in the U.S., 82% of individuals age 60 and older. Grandparents would do most anything to help grandchildren succeed in life. This seminar brings them out in droves. You choose how sophisticated to make it and which products to talk about. See a PowerPoint Demo. E-mail us.

Coping with Family Caregiving. As more people live into their 70s, 80s and 90s, more adult children as well as spouses find themselves becoming caregivers. It often is all-consuming, leaving little time to do anything else. This seminar brings them out to learn about resources, time-saving strategies and taking care of themselves — including their finances. Can be used for LTC and trust as well as investment products and life insurance. See a PowerPoint Demo. E-mail us.

Family Financial Planning. Families in their 30s, 40s and 50s need to plan for college and retirement, possibly a new home and a rainy day while simultaneously trying to have a better life today. They need help and they know it. This seminar emphasizes the family part of financial planning because that is where the emotional power resides. Can be used for LTC, life insurance and investment products. See a PowerPoint Demo. E-mail us.

Real Life Retirement Planning. While financial professionals may be interested in financial retirement planning, most clients are much more interested in how they are going to really live their lives when they retire. That includes understanding issues related to personal health, changing lifestyles, returning to work, helping children and grandchildren, handling inheritances and leaving a legacy. Can be used for virtually any financial product or service. See a PowerPoint Demo. E-mail us.