Wealth & Income Solutions

CONNECT

Address:

740 route 130 North
Cinnaminson, NJ 08077

Phone:

856-270-7376

Fax/Other:

856-872-2504

Educational Worshops

 

 

 

 

FINANCIAL WORKSHOPS

We regularly host financial literacy workshops in the community to educate and spread awareness on the importance of personal financial planning.  

WHAT ARE THE BENEFITS?

  • Offers an opportunity for education on financial issues and encourages taking control over personal and household finances.
  • Addresses topics related to all ages and lifestyles and offers strategies to help ensure financial security.
  • Provides a lively discussion and open forum for questions and answers in a safe environment. 

WHO ARE COMMON AUDIENCES?

  • Corporations  
  • Executives
  • Medical professionals 
  • Starting/early-careered professionals
  • Women's professional groups
  • Not-for-profits and Associations
  • College and Graduate Students

WHAT TOPICS ARE REQUESTED?

  • Organizing finances
  • Retirement planning / strategies
  • Group benefits
  • Protecting loved ones
  • Managing debt
  • Risk management
  • College funding 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck