
Financial Education Empowers
We believe informed decisions lead to confident futures. That's why we host educational workshops designed to equip individuals, families, and business owners with the knowledge they need to take control of their financial lives.
Our workshops are engaging, approachable, and practical - covering real-life topics that matter most, such as:
- Legacy & Estate Planning
- Medicare & Social Security
- Special Needs Financial Planning
- And more!
These workshops are free to attend and open to the community. We welcome individuals, couples, small groups, and churches to join us as we walk through important financial topics in a setting that is informative and pressure-free.
Interested in bringing a workshop to your organization, church, or workplace? We are happy to host private sessions tailored to your group's needs.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Davenport Office
- Phone:
- 563-355-4465
- Mobile:
- 563-650-2389