Strata Financial Partners offers several financial workshops, many with a woman's focus. These educational workshops present financial basics and help you understand some sophisticated financial concepts. You'll gain a working knowledge of the six areas that every financial program must consider: cash, risk, investment, tax strategies¹, retirement planning, and estate conservation.
These workshops are free, and no financial products will be offered for sale during the presentations.
In many events, we will cover important financial concerns you may have, such as paying for college and managing costs for extended periods of care, saving on taxes, and retiring in comfort.
Other topics of concern that could be discussed are:
Tax implications¹
Estate planning
Investing a retirement plan distribution or property settlement, and many other concerns that directly affect your family's future.
Workshops are for informational and sales purposes only.
These workshops are for informational and sales purposes only. 1Neither Strata Financial Partners nor Eagle Strategies LLC or its advisors are in the business of offering tax, legal or accounting advice. Please consult with your own personal advisors for tax, legal or accounting advice.
Please contact us to discuss a workshop designed especially for you, your family or your business.