Journey Financial Planning Educational Resources

Journey Financial Planning offers numerous  seminars and workshops to fit your financial education needs. These are education services – not sales seminars. Attendees will appreciate that we do not sell products or have a hidden agenda. Standing alone or coupled with Real Time Planning we can deliver a meaningful, highly appreciated benefit at a minimal cost.

Each of our seminars are comprehensive. In addition all of our seminars include a course workbook and all other necessary materials. Following the seminar, each registrant is entitled to a free 30 minute personal consultation by appointment for answers to specific questions.
View previews of our most popular programs here:

• Estate Planning Basics
• Financial Planning for the Entrepreneur
• Business Planning Continuation
• Variable Annuities
• College Planning
• Planning for Long-Term Care
• Retirement Income Planning
• Financial Planning Basics
• Social Security
• Women and Money
• An Introduction to Annuities
• Retirement Basics
• Advanced Estate Planning
• Investment Basics
• Retirement Savings Challenges for Women
• Roth IRA Conversions
• Special Needs Planning
• ABC’s of Financial Literacy & Piggy Bank to Portfolio for High School & College Students
  

Please follow us on facebook for webinar or seminar dates, times and locations!

Or to request a seminar to be held at your location please contact us!

Biblical Financial Stewardship Series

Developing a culture of stewardship in your church is paramount to a healthy congregation. If you have an interest in having any of these programs presented at your church or organization, please contact Journey Financial Planning & Tax Services, LLC.

This financial series is held at your church,  and will help your people unlock the biblical keys to a powerful Christian mindset. It covers stewardship from cradle to grave, covering these main topics:

• Foundational & Economic Update
  
• Giving
• Debt
• Wealth
• Estate Planning
• Investing
• Cultural Stewardship

Inquire via email journeyfinancialplanning@gmail.com or fill out our contact form.  This workshop is held April-November yearly throughout all 50 States. Book this enlightening financial session for your congregation today!