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In this workshop, we will discuss two of the most important long term goals in personal finance: college planning and retirement.

College planning is probably one of the most misunderstood processes in the financial planning process, and you only have one chance to get it right for your student. Learn how to optimize the college process by understanding the main priorities along the way to maximize their college experience and minimize your financial output.

Retirement is your longest term goal in your financial life. With so many options over so many years, it is important to understand early and plan it properly. After this workshop, you will be able to identify the options, recognize how they are best used, and plan for a long, peaceful retirement.