Course Types
Find the right session for your learning needs
Our courses are designed to make financial topics simple, clear, and practical.
Choose the type that fits your goals and see what works best for you
Preserving What
Matters
Trusted financial guidance for your future and your family
Introductory Courses
Perfect for those new to financial planning. Covers the basics in simple, everyday language
Duration:
2 hours
Format:
In-person & Online
Cost:
Free
| Duration: | 2 hours |
|---|---|
| Format: | In-person & Online |
| Cost: | Free |
Advanced Courses
For those who want more detail and strategy. Includes case studies and practical examples
Duration:
2-3 hours
Format:
In-person only
Cost:
$50 per session
| Duration: | 2-3 hours |
|---|---|
| Format: | In-person only |
| Cost: | $50 per session |
Family Planning Courses
Focused on unique challenges. Learn strategies for long-term security and care
Duration:
2 hours
Format:
In-person & Online
Cost:
Free
| Duration: | 2 hours |
|---|---|
| Format: | In-person & Online |
| Cost: | Free |
Hands-On Workshops
Interactive sessions where you build your own plan with guidance from our advisors
Duration:
3-4 hours
Format:
In-person only
Cost:
$100 per workshop
| Duration: | 3-4 hours |
|---|---|
| Format: | In-person only |
| Cost: | $100 per workshop |
Tax Management
Smart withdrawal and asset location strategies to minimize taxes and maximize income
Risk Management
Reliable income, buffers, and adaptive withdrawals to protect against market swings and longevity risk
Estate Planning
Efficient transfer of assets with minimized taxes, probate avoidance, and aligned distributions
Legacy Planning
Structures and education to preserve family wealth, values, and relationships across generations
Our Services
Our key services for financial security and growth
Asset Management
Diversified portfolios to reduce risk, protect the downside, and grow steadily
Tax Management
Smart withdrawal and asset location strategies to minimize taxes and maximize income
Risk Management
Reliable income, buffers, and adaptive withdrawals to protect against market swings and longevity risk
Estate Planning
Efficient transfer of assets with minimized taxes, probate avoidance, and aligned distributions
Legacy Planning
Structures and education to preserve family wealth, values, and relationships across generations