Financial Education

Frances Toler has a passion for educating, and enjoys presenting free financial education seminars at workplaces and community groups. As a member of the non-profit SOFA (Society for Financial Awareness), these presentations are completely free of any sales or products. Contact our office to learn more. Topics can be customized but include:

Your Vision, Your Plan – make a start on your own Financial Vision and Plan

Five Steps – Building a Financial Foundation

Family Protection – Insurance and Legal Strategies to keep your family safe

Retirement Planning – seminars for 3 age groups

  1. Getting started with Retirement Planning – how to take care of the “Old You” when you’re young
  2. Stuck in the Middle – The Sandwich Generation, managing it all, and not neglecting retirement
  3. Ready, Set Retire! – From Retirement Savings to Retirement Income

Cash Management, Budgets, and Debt Control

College Expense Planning

Specialized topics for your group, such as Special Needs Planning, Planned Giving, Employer Benefits and more