Broker Check


Keys2FinancialSuccess is presented in your worksite conference or meeting room on a periodic basis – quarterly, monthly, or even weekly – whatever meets your group’s needs. The series can be as short as two sessions or as long as the full series of 4 one-hour-long sessions. One method is to start with the first two session and then survey the interest of your group regarding additional sessions.

Session 1

“7 Keys to Financial Success – Part 1”

How to get on the road toward financial independence

Session 2

“7 Keys to Financial Success – Part 2”

More on freeing yourself from debt, maximizing savings, and using rollovers

Session 3

“Investment and Tax Strategies”

Savvy strategies targeting higher returns and lower risk, reduce tax, test risk tolerance, etc.

Session 4

“Traditional IRAs vs Roth IRAs”

Also beneficiaries, wills, life insurance