Educational Programs

We dedicate ourselves to helping our clients, prospective clients, and business partners make confident, informed decisions regarding their finances.  As part of this commitment we offer workshops, at no charge, which cover a broad range of financial topics. We invite you to participate in our educational programming.

Corporate Education
We will present sessions at your worksite so that your employees may participate during lunch or break times.  Topics are selected in cooperation with you to address your employee’s specific concerns.  Employees are provided with handouts and may request individual follow-up consultations.

Financial Workshops
These sessions are presented in our conference room in downtown Worcester and are open to the public.  Attendance is limited to allow for an intimate setting, which fosters open discussion.