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Education Workshop

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As an active member of the community who has spent his career providing financial guidance to people with a wide range of financial needs, Ron has repeatedly proven his commitment to his clients’ best interests. His dedication to help others pursue financial success has earned him the trust of the community. Here are the following educational workshops Ron offers throughout the year (keep in mind we can develop a topic of interest specific for your groups needs):

Special Needs Estate Planning: Providing Quality of Life for Your Loved Ones

We understand that special needs planning is complex. That’s why we’ve designed a workshop to help simplify it for you. Join us for an informative, engaging session that will educate you on how families can protect their government benefit eligibility through special needs estate planning. We will cover the important critical legal and financial issues that pertain to your child’s future, including quality of life and lifetime care. We specialize in working with families who have children or other dependents with special needs. We know you face many unique challenges, and we’re here to help.

Take Control of Your Financial Future: A Workshop for Medical Professionals

If you’re like most medical professionals, your primary focus is taking care of others, leaving little time to take care of your own financial health. It’s critically important to make time to start planning for your future. This requires identifying your needs and goals and developing a plan to achieve those goals. Once you have a solid plan in place, it’s just as important to monitor it regularly. The smartest move you can make is getting started now, while you have the time to maximize your savings and earnings potential.

Making the Most of Social Security

This educational presentation focuses on income-enhancing strategies that may help you:

  • Determine the best age to claim Social Security benefits
  • Be aware of new rules on Social Security claiming strategies resulting from the Bi-partisan Budget Act of 2015
  • Understand how the “do over” and “start, stop, restart” strategies work
  • Make informed retirement plan distribution decisions
  • Create a “do-it-yourself” personal pension, and more!


This educational presentation focuses on three keys to funding a retirement, inflation and health care needs, diversification,whole life and long term care:

  • Invest your retirement assets for income, growth potential, and stability
  • Choose distribution methods that may help your retirement portfolio go the distance
  • Tap into your retirement accumulations and make the most of your income streams
  • Utilize financial vehicles that could last a lifetime
  • Address potential weaknesses in your strategies and issues of timing, and more!

Estate Conservation

This educational presentation focuses on financial strategies that may help you:

  • Calculate the value of your estate and estimate your potential estate tax liability
  • Understand estate distribution techniques, including wills and trusts
  • Potentially avoid probate and help reduce estate taxes
  • Understand various gifting methods
  • Leave a legacy for your loved ones, and more!

At each of the workshop, all attendees will receive an information-packed financial workbook absolutely FREE!

Each workshop presentation is for educational purposes and is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. Individuals are encouraged to seek estate planning advice from their own qualified legal counsel and tax advice from their own qualified tax professional. Investors should carefully consider the investment’s objectives, risks, charges and expenses before investing.

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