Education Services

As educators and advisors, we provide financial education programs for individuals, corporations, partnerships, associations, charities and other organizations.

Programs include:

  • Comprehensive employee retirement workshops
  • Executive level education/planning programs
  • ERISA Pension disclosure/education and other pertinent topics.

College Funding Education

We also provide information and programs designed to assist in preparing for paying college tuition.  With the costs of providing a college education soaring each year, parents and students are looking for innovative solutions to providing for college funding.

Programs include:

  • Uniform Transfer to Minors/Uniform Gifts to Minors (UTMA/UGMA) accounts
  • Section 529 Plans
  • Coverdell Education Savings Accounts (formerly known as Education IRA's)
  • Other programs designed for specific situations

Learn more . . .