Broker Check
<br />Private Seminar

Private Seminar

It is not uncommon for someone to feel hesitant when inquiring about a financial adviser.  How do you inch close enough to get an accurate reading of the person and their wavelength for messaging - the early building blocks of trust.  We developed a technique years ago (pre-Internet) for those not comfortable asking detailed questions about their personal situation while attending one of our public seminars.  We call it a Private Seminar.

Today, it begins on our site's Resource Library, which is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you browse our site, you can fire off a note regarding any questions you may have about concepts mentioned or discussed - or products you've heard about.  We'll get back to you quickly with a thoughtful answer... and a relationship begins..or not - on your terms.