Workshops & Seminars

Upcoming Events

As a fiduciary, our focus is to educate, protect, and empower our clients throughout the financial process. That is why we publically address various financial topics that can harm investors if not properly informed thru educational workshops and seminars. Many of our workshop attendees are also avid listeners of our financial talk show, “Mastering Your Money.”

RSVP to our events by calling us at 252-249-0100.