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Federal Workshops

Government employees at all levels will gain vital personal financial management knowledge via our Benefits Briefings.  Our workshops are a valuable resource to you and work well as 'lunch and learn' style sessions for staff.

Fringe Benefits Briefings
Our Benefit Briefings are targeted specifically to the government employee. The educational sessions provide a wealth of information and guidance. The employees gain a clear understanding of the valuable fringe benefits provided to them by their employer. These workshops provide the essential information to aid employees in making informed decisions about their future. Session topics include:

  • Financial Management Process
  • Portfolio Management
  • Insurance and Risk Management
  • Retirement and Pension Fund Evaluation
  • Trusts and Estate Planning

For more information on our workshops, click here or call us direct at 843-830-0555.

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Federal Workshops
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About Us
Contact Us 
Privacy Policy
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Charleston, SC
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843-830-0555