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Financial

Education

With over 150 years of combined experience in the financial industry, our trusted wealth architects offer cost free financial education services to our communities. We call it "Wealth Planning Academy". Many of team members have been certified Certified Financial Education Instructor (CFEI) by the National Financial Educators Council to educate in our field.

Types of financial education offered:

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• The psychology of money

• Budgeting & Money Management

• IGIC (Investment Grade Insurance Contract)

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We offer to meet all of our community, from single individuals, to families and friends, small business owners, their employees of any amounts.