CFG believes that client with a sound financial education is an empowered client. We strive to help clients understand what is affecting the economy and investment environment so that they can make informed decisions for their financial plan. We offer several educational workshops throughout the year, ranging from Social Security concerns to Estate Planning to Tax Strategies, amongst others. Each month we also share a Financial Article so that clients can learn about different aspects of their financial plan. If you would like to sign up for an upcoming workshop or read this month’s Financial Article, please click on the links below.
As part of our BEST (Business Enhancements, Strategies and Tools) Webinar Series we are bringing you educational presentations to enable you to become more informed on important issues that can have an impact on your bottom line. Education is critical to getting the answers you need to be as successful as possible! These presenters form the nucleus of our Virtual Family Office service - professionals in accounting, investment banking, business coaching, legal issues, private equity, insurance strategies, investments and more.
See our Events page for upcoming webinars or view our past webinars on our YouTube channel.