We are passionate about serving and educating individuals & families, farmers, business owners, and women in our practice.
After many months in the planning, we are pleased to announce that we will be offering quarterly seminars and workshops. Whether you are interested in a group setting or a one on one meeting, we will have something to offer. From time to time we will have guest speakers who are experts in the topics we are covering. Below is a list of current seminars we are offering this fall. Please feel free to contact our office at (403) 382-3820 or by email firstname.lastname@example.org to confirm dates or to discuss content.
- Preparing a Financial Plan for your family
- Diversification and your Portfolio - what you need to know
- Providing you a safe income after selling your farm
- Estate Planning Essentials