Educational seminars — with no strings attached.
Being well informed is the best way to make smart decisions when planning your retirement. To make sure you are well-informed and in control of your choices, we offer consultations and planning sessions at no charge to our clients. So be sure to take advantage of these services; just contact us to set up an appointment.
Because we believe that providing education shouldn't be limited just to our clients, we conduct educational classes in the community that are open to anyone who wishes to attend. At no cost, you can attend a one-hour seminar that will discuss the current economic climate as well as address specific areas of financial planning that are of particular interest to retirees and pre-retirees.
The schedule of upcoming seminars is listed below. Just contact our office and let us know what session you'd like to attend.
The Psychology of Investing
Sequinox President Joe Wirbick presents a class designed to educate clients and non-clients about the current market conditions and investment strategies. Different topics will be addressed, including how to grow your money, keep your money and leave your money. The free classes are offered in Sequinox's Wheatland Avenue offices year-round.
Contact our office online or call us to register for this free seminar
What the Current Economy Means to Your Retirement
Sequinox President Joe Wirbick presents a class designed to educate clients and non-clients about the current market conditions and investment strategies. Different topics will be addressed, including how to grow your money, keep your money and leave your money. The free classes are offered in Sequinox's Wheatland Avenue offices year-round.
Contact our office online or call our office to sign up for any of our classes.
November Classes
- November 10, 10:00 a.m.
- November 11, 6:30 p.m.
October Classes
- October 13, 6:30 p.m.
- October 15, 10:00 a.m.
December Classes
- December 8, 10:00 a.m.
- December 10, 6:30 p.m.