Wealth Strategies Events

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Thursday, September 17, 2015 7:00 PM - 9:00 PM

Estate Planning 101

How to leave your children treasure - not taxes!

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Tuesday, September 20, 2011 7:30 PM

Life Story Writing

Our speaker Kevin Quirk with Memoirs for Life will discuss how to write your own personal history and memoirs.

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Tuesday, October 25, 2011 7:00 PM

Tax Planning and Investment Strategies for the Current Economy

Can you still make money in the current economy? We'll take a look at tax and investment planning and strategies.

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Wednesday, November 16, 2011 7:00 PM

Great Ways to Help Pay for College!

This seminar is a must for anyone with a child heading to college in the next year.

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Tuesday, December 6, 2011 9:00 AM

A Final Look at Our Economy in 2011 and prognosis for 2012

Patrick Carroll, CFP takes a look at the highlights of 2011 and provides his thoughts on 2012.

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