Free one-on-one personalized financial advice.
Free financial workshops!

No strings attached.

In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss an opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.

These events are typically offered twice a year on Saturday mornings.  In addition to one-on-one consultations, there are workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.

It’s all free. Bring a friend!