"Best Practices of the Nation's Top Wealth Management Firms" is designed to educate attendees on the mistakes typical investors make but top wealth management firms tend to avoid. We also explore investor psychology, risk management and the lessons investors should have learned from 2008.  The workshop provides clear guidelines for attendees to follow that are easy to remember and implement.


"The Professional Advisor Series" are single topic seminars which are a bit more in depth and geared toward mid to high net worth investors as well as CPA's, Bankers and Estate Planning attorneys.