We provide assistance in the following areas:
Investment Advisory Services
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
Financial Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance Services
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Financial and Leadership Webinars and Seminars
Contact Karen Wells to schedule a face-to-face seminar or webinar for your organization or for you personally.
FINANCIAL EDUCATION
- The Florida Retirement System [FRS] – Understanding the Basics
- FRS Rollover for Educators 2020
- Savvy Social Security for Baby Boomers
- Medicare: Planning for Healthcare in Retirement
- (b) Informed: Financial Resources for Educators
- Self-Defense Against Identity Theft
- Sequence of Returns
LEADERSHIP TRAINING
- Coaching Skills for Leaders
- Quality and Service Excellence
- A Leader’s Attitude: Whatever it Takes
- Lead with Credibility – a Pirate’s View
- Leadership Lessons from Braveheart
To register for any of the above webinars, please click here: