Planning your future can be complicated, to make your financial planning easier, RoyMStrong offers access to free financial planning workshops. It's important to start planning early for retirement, so we provide access to planning and information for members of all ages. Some seminars are specifically targeted to members who are near retirement, others provide more general financial information (eg. wealth creation or debt reduction). Please take time and review what we provide, we want to become your success partner for life.
TOPIC 1: Estate PlanningPresents various estate planning strategies, using wills and trusts, to help ensure effective distribution of an estate. Also discusses ways to minimize estate settlement costs.
Please Notify Me When Scheduled
TOPIC 2: 10 Costly Retiree Mistakes
Discover the 10 costly financial mistakes most retirees & soon-to-be retirees make & how to avoid them. A little education can save you hundreds, even thousands of dollars.
Please Notify Me When Scheduled
TOPIC 3: Stretch IRA
Get the most from your retirement plan assets with the least taxes and then send potentially millions on to future generations.
Please Notify Me When Scheduled
TOPIC 4: Money Management: Business Investing
Relevent information for business owners regarding investing and financial planning. Learn some of the advantages and rules for the business owner.
Please Notify Me When Scheduled
TOPIC 5: Money Management: Personal Investing
101 information for the individual wanting to learn about investing and estate planning.
Please Notify Me When Scheduled
TOPIC 6: Continue Education for CPA's & Attorneys
Lead by speaker Roy M Strong, this is ongoing educational classroom instruction.
Please Notify Me When Scheduled
Thank you for your patience as we develop out website. Please use our contact form indicating the seminar you wish to attend in box at bottom of form until we can complete the dedicated workshop form. Also feel free to call numbers listed on contact page if you do not wish to use our form. Thank You!