INTERACTIVE WORKSHOPS

Our comprehensive SEMINARS are highly interactive. Our hands-on education workshops are specifically designed and presented to motivate and engage our audience.

Our INDIVIDUAL SESSIONS provide employees with MAP – a highly customizable process for personal financial wellness. Participants have found MAP to be an extremely valuable tool to help visualize and achieve short-term and long-term financial goals.

The MAP program (Macro Asset Perspective®) provides a balanced accumulation strategy focusing not just on the customary practice of risk diversification, but also incorporating the concept of tax diversification between pre-tax and after-tax investment choices.