Our Seminars

Educational Services of our organization are provided for key personnel of institutions and corporations on a pre-scheduled basis.

The educational material utilized and made available to participants is focused on comprehensive planning issues that is Retirement, Investments, Tax Minimization Strategies, Estate Analysis and Risk Management.

All seminar participants receive a seminar workshop booklet that is theirs to keep. Additionally, each attendee has available to them a complimentary consultation, without obligation, to discuss their pertinent questions and issues regarding financial strategy with a qualified financial planner.

James C. Brocke CFP® has provided educational programs for over 3500 participants since 1980.