Financial Education Workshops

Ken conducts financial education workshops on a regular basis.  Most recently he has presented a number of workshops to a Fortune 500 company which is one of the leading defense contractors in the nation.  Below is a list of workshops that Ken is qualified to present.  If your organization is interested in having Ken conduct a seminar, please call him directly at: (781) 672-2867.

 

Advanced Markets

  • A Sensible Approach to Creating a Legacy Through Charitable Giving
  •  A Sensible Approach to Planning Your Estate
  •  A Sensible Approach to Financial Strategies for Business Owners
  • Recruiting, Retaining, Rewarding Your Key Contributors
Annuities 
  • The Road to Retirement Seminar
  • Preference Guaranteed Select Seminar 
  • Preference Plus Select (PPS)Variable Annuity Presentation 
Asset Allocation
  • Choosing an Asset Mix That's Right for You
Business Planning
  • What Will Happen to Your Business … If You're Not Here
GLBT Program
  • Building Financial Freedom for Gays and Lesbians

Life Insurance
  • Human Life Value: The Gift of Love
  • Financial Security Incentive Plan
  • Equity Advantage VUL Product Overview
Retirement Planning
  • Making the Right Choice For Your Retirement Plan Assets - Seminar
  • Supplemental Retirement Planning Strategies
Womens
  • Building Your Financial Foundation Womens Presentation
  • It's Not Your Mother's Retirement