Upcoming Financial Education Events
Join our expert-led workshops and seminars designed to enhance your financial knowledge and planning skills throughout 2025
Advanced Investment Portfolio Management
This comprehensive day-long workshop covers modern portfolio theory, asset allocation strategies, and risk management techniques. You'll learn about diversification principles, rebalancing methodologies, and how to evaluate investment performance using various metrics.
What to Bring:
- Calculator and notebook for financial calculations
- Recent investment statements (optional for practice exercises)
- Basic understanding of financial markets preferred
- Questions about your current investment approach
Tax Planning Strategies for 2025
Navigate the current tax landscape with confidence. This session covers deduction optimization, retirement account strategies, and year-end planning techniques. We'll discuss recent tax law changes and their implications for personal financial planning.
Preparation Requirements:
- Copy of your most recent tax return
- List of current deductions and tax-advantaged accounts
- Information about any major life changes in 2025
- Specific tax questions or scenarios to discuss
Estate Planning and Wealth Transfer
Learn essential estate planning concepts including wills, trusts, and beneficiary designations. This workshop addresses wealth transfer strategies, tax implications, and how to protect your legacy for future generations while maintaining flexibility during your lifetime.
Session Prerequisites:
- Basic inventory of your assets and liabilities
- Consideration of your estate planning goals
- Information about family structure and beneficiaries
- Any existing estate planning documents for review
Next Workshop Begins In:
Early Registration Benefits
Register before July 15th to secure your spot and receive complimentary workshop materials including our 2025 Financial Planning Workbook and access to follow-up resources.
Registration Process & Workshop Details
Choose Your Workshop
Review the workshop descriptions above and select the session that best matches your learning goals and current knowledge level.
Complete Registration
Fill out our registration form with your contact information and workshop preference. You'll receive confirmation within 24 hours.
Prepare for Your Session
Two weeks before your workshop, you'll receive a preparation packet with reading materials and exercises to complete beforehand.
Attend and Learn
Arrive 15 minutes early for check-in and networking. Each workshop includes interactive exercises, case studies, and Q&A sessions.
Marcus Kleinfeld
Senior Financial Education Specialist
Marcus brings over 15 years of experience in financial planning and education to our workshop series. He holds certifications in financial planning and has helped thousands of individuals develop stronger financial foundations through practical, actionable education. His approach focuses on real-world applications and personalized strategies that participants can implement immediately.