Workshops that target retirees, veterans, and non-profit organizations
Fast-Paced Presentations on Financial Literacy and Retirement Plannning
- The 5 Core Competencies of Financial Literacy
- How to Create Your Own Personal Financial Strategy
- Risk and Asset Allocation
- The 5 "L's" of Retirement
- The 5 Key Threats to Retirement Income and How to Plan Ahead
Past presentations include: American Legion Conferences, World Bank, Veterans and Active-Duty Military Groups, Federal Agencies, Churches, Women's organizations, Schools.
Please call Judy Viccellio at 703-915-9153 to preview financial workshops, and to schedule a virtual or in-person workshop for your group. Presentations can be customized for your particular needs and focus.