Proud Sponsor of Money Caretakers®:

  

Forums to Benefit the Community                                   REGISTER NOW »

Forums where knowledgeable, objective information meets community interaction, networking and sharing. Come meet with topic specialists and other people just like you who may already have experienced your dilemma.

Forum events are facilitated around critical life stages, financial issues, and business events that result in financial challenges.

Forums will help prepare attendees for many situations including:

- Divorce
- Business succession and planning
- Widowhood
- Retirement
- Business capital raising
- College planning
- Career transitions
- New business startups
- Charitable giving and estate planning
- Tax planning
- Employee retention and development
- Advanced investment strategies
- Elderly caregiving

Follow-up, detailed educational events and/or leads to specialists will be organized for those attendees seeking additional information and guidance.