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
- Estate Planning
- Cultural Stewardship
Inquire via email email@example.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!