You're the BOSS. One great way to get retirement life plans completed is to work in groups.
How do we know how to do this? We have 30+ years of experience in creating seminars
for groups of 10–500 employees , members of associations, faculty and staff at
colleges and Universities, even small groups of 5-10 family members or friends.
Do you have a group that needs to put their personal retirement life plans together?
We stand ready to deliver hands on workshops, customized to meet your needs.
(1/2 day, full day in person)
or via ZOOM if you want to reach multiple locations.