Since 1994, we have instructed hundreds of people in the principles of financial planning, through several series of workshops sponsored by the Richmond Public Library. The workshops have provided the framework for many people to realize their goals through a well-structured financial plan.

The WealthSmart Workshop is our most recent program and offers associations and businesses a turn-key financial planning education.

We would welcome the opportunity to customizing this program for your members, employees or key executives. Please contact our office if you are interested.