Educational Workshop Offerings

 Mel and his team offer Educational Workshops in multiple offerings as shown below.  If you are interested in attending a Workshop, please feel free to contact us.  If you would like us to provide you, your firm or group an Educational Workshop also please feel free to let us know.  We offer over 12 different types of Educational Workshops.  Below are the current settings in which we offer them:

Public Educational Workshops - Mel provides Public Educational Workshops to educate the public on numerous financial aspects of Planning and Advisory Services.  Attendees are offered a Complimentary Consultation for those interested to address any financial questions. 

Institutional Client & Worksite Educational Workshops - Mel provides Institutional clientele as well as his business owner clientele with educational Workshops to educate employees about issues such as Retiring "wisely", Financial Planning, Long Term Care, Planning for Dependents with Special Needs, and many other subjects including Employment Transitions.  Attendees are offered a Complimentary Consultation for those interested to address any individual questions.

 MetLife's Center for Special Needs Planning Educational Workshops - Mel provides Complimentary Educational Workshops to educate Parents with dependents with Special Needs.  These Workshops advise parents on Estate Planning and how to maximize their use of government provided benefits. Attendees are offered a Complimentary Consultation for those interested to address any personal questions.

  Professional Educational Workshops - Mel provides his Professional Clientele with educational Workshops to advise their clientele on the numerous aspects of planning for their financial futures. Attendees are offered a Complimentary Consultation for those interested to address any individual questions.

These workshops are for educational purposes only. No products will be offered.