Educational Seminars

 

At Crossroads Wealth Management, we believe that education is core to your success, so we have developed a number of educational options to meet your specific needs. Please reach out to us to discuss specifics. 

Financial Series

*Be Empowered - A Financial Series for Women - Takes a deep dive into the biggest issues regarding planning the future of you and/or your family. By the end of this 4-part series, you will have a clearer idea of what solutions are best for your family's unique needs. 

  • Session 1: Budgeting, Credit, & Cash Flow
  • Session 2: Protecting What's Important
  • Session 3: Investing & College Funding Options
  • Session 4: Retirement Planning
  • (optional) Session 5: Estate Planning

*Financial Management - A Financial Series for Men - Takes a deep dive into the biggest issues regarding planning the future of you and/or your family. By the end of this 4-part series, you will have a clearer idea of what solutions are best for your family's unique needs. 

  • Session 1: Budgeting, Credit, & Cash Flow
  • Session 2: Protecting What's Important
  • Session 3: Investing & College Funding Options
  • Session 4: Retirement Planning
  • (optional) Session 5: Estate Planning

Financial Planning

* Workplace Financial Wellness - Highlights how employees can maximize employer-provided benefits, plan for their futures, and protect against the unexpected.

Debt Reduction - Discusses the "real" cost of your debt, and strategies for taking control of it.

* Financial Wellness - High-level overview of the four main parts of creating a financial plan - budgeting, protecting what's important, saving & growing, and securing your retirement.

Taking a Financial Selfie - Ideal for young professionals. Provides an introductory look at strategies you can use to meet your financial goals.

Women and Finances - Ideal for professional women of all ages. Offers strategies for managing cash flow and debt, saving and investing for the future, and protecting what matters most.

Retirement Planning

Hello, Retirement! - Ideal for those getting ready to retire. Discusses estimating retirement expenses & income, paying for healthcare, turning savings into income, and creating a spending plan.

Live Your Best Life - Creating Income for your Retirement - Ideal for those getting ready to retire. Focuses on retirement income strategies. Simplifies 3 common withdrawal strategies, so you will have a better understanding of the importance of creating a retirement income strategy, the pros and cons of the different strategies, and what might work best for your family. Includes a workbook.

Your Life and Your Money in Retirement - Ideal for those at the moment of, two years away from, currently transitioning into, or even living in retirement. Highlights strategies and action steps you can take to feel more confident transitioning into retirement, and emphasizes the importance of striking a balance between guaranteed and non-guaranteed solutions. Includes a workbook.

Estate Planning

10 Keys to Estate Planning - Provides individuals with the 10 keys to creating a well-rounded estate plan.

Business Planning

Business Succession Planning - Provides business owners with tips for successfully transitioning out of their business.

Strategies to Help Solve Your Key Employee Challenges - Ideal for business owners looking to recruit, reward, and retian key employees. Highlights the advantages of key employee benefits and key person insurance.

Why Your Business Value Matters - Explains why it's vital for business owners to have the correct business valuation.

 

*can be tailored to incorporate your company's specific benefits program