The Sessions

These workshops introduce participants to the methodologies and principles that order and guide Financial Planning.  These sessions are designed for those who are interested in gaining an understanding of how Financial Planning works and how Financial Planning advice is constructed.  

How the Sessions Work

• The Workshops are held each week on Wednesdays at 7:00pm EST via Zoom.  The generally last approximately one hour in length.   

Is Financial Planning Experience Necessary?

• These workshops are designed for those who desire to learn about Financial Planning and how it works.  No prior knowledge or experience is necessary.  The workshops begin at the foundational level of Financial Planning.