Education Services
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 . . .