Speaking

Educational Workshops

Wealth Strategies Group sponsors several educational workshops each year with Patrick Carroll as the main speaker. As a Certified Financial Planner™ with over 25 years of experience, Patrick uses his experience to provide timely, topical information to clients as well as the public. Topics include Planning for your Retirement; Protection Planning: matching your needs to the insurance that will work best for you; Down Sizing: are you ready; and Protecting your assets with Long Term Care Insurance. Please review the Events section of this website for current workshop dates and details.

For information on having Patrick speak for your organization, please contact our marketing department at 301-990-4395.

Public Workshops

Wealth Strategies Group sponsors several public educational workshops each year. Patrick Carroll speaks on a variety of subjects such as: Estate Planning and Trust Education; Finding Great Ways to Pay for College; The Next Chapter: how to move forward after the loss of a spouse, The State of the Economy: looking back and what we can expect for the future; Tax Strategies; Identity Fraud and Scams; Myth Busters: are there really any alternative investment strategies; Going Green with your Investments; Preserving and protecting wealth in today’s economy and Listening to the Elephant. Please review the Events section of this website for current workshop dates and details.
For information on having Patrick speak for your organization, please contact our marketing department at 301-990-4395.
 
CPA Continuing Education CPE
Wealth Strategies Group offers four CPA CPE classes in our offices during the year on a variety of informative topics. In addition, we offer classes to CPA firms in the convenience of their own offices. Timely topics include: How LTC insurance can protect your client’s assets; Tax harvesting; 401(k) Compliance; 1031 Exchanges of Real Estate; Retirement Distribution Optimization, Federal Estate Taxation; Personal Financial Planning; The 360° of Financial Literacy: what people need at each state of their lives; Business succession planning; Exploring alternative investment strategies; “Green Investing” and the benefits to your clients; Managing taxation in investment portfolios and The Health Care Reform Act: critical tax and insurance ramifications for you, your business and your clients.

For more information on attending a CPA CPE class or having Wealth Strategies Group present a class for your company, please visit the Events section of our website or call our marketing department at 301-990-4395.

HR Continuing Education

Wealth Strategies Group is an approved provider of HR Continuing Education through the HR Certification Institute. We provide Strategic as well as General Certification programs. Our current general programs include: Your fiduciary responsibility under ERISA, Internal ERISA audits: getting it right before the government shows up; 401(k) Compliance, ERISSA Compliance; Defined Benefits plans; Overview of Retirement Plans, Employee and family finances; ERISA basics; 401(k) fees in the spotlight and Trends in retirement plans. We offer the following Strategic program: Business Succession Planning. For more information on classes, please visit the Events section of our website or call our marketing department at 301-990-4395.

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