Our Seminars

Envision® Part 1

We all have goals in life. We want to take care of our family, educate our children, and perhaps leave a legacy for future generations. For many of us, however, the most important goal is to live a financially secure retirement. In part one of our ongoing Envision series, we'll answer some common questions about this topic and we'll outline our 6-step process to help you plan for a secure retirement.

Envision® Part 2

In the second part of our ongoing series, we look at risk-based asset allocation. The important thing to remember when allocating your money is that you should take an amount of risk that you are comfortable with and which makes your goals attainable. Asset classes often do great one year and then perform terribly the next, but a blend of many asset classes can give you less volatility.

Envision® Part 3

In the final installment of our Envision series, we look at stress testing your plan. We'll be able to determine how well your investments and savings plans are working towards your goals. Based on these results we'll be able to create a recommended plan, which appears to have a reasonable likelihood of success. Our goal is to make sure that your goals continue to stay on track.