Planning for the Long Run…

CONTACT US   (510) 409-0086

Interested in setting up a workshop or presentation?


We are available to do workshops for your group.  We have several out-the-box workshops, but can also create workshops or presentations to address the specific needs of your group or organization.

The workshops we offer are aimed at helping individuals think clearly and act decisively in preparation of their retirement. The goal is to provide effective retirement planning education to encourage and empower people to gain confidence in creating a successful retirement.

If you are interested in learning more about our workshops/presentations or if you want to schedule a workshop or presentation for your group or organization, please provide your contact information and one of our staff members will contact you to further discuss.

Retirement - Investments - Insurance

Retirement  Estate  Asset  Protection  Planning