Workshops & Seminars

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Broderick and Al host a variety of financial workshops and seminars to educate their community and help people make well-informed, strategic financial decisions. Some of the topics they teach on include:

  • Blueprint for Financial Success
  • Choose your Retirement Path
  • Tax Diversifying your Retirement
  • College Funding
  • Demystify Life Insurance
  • Money Talks (Workshop for Kids)

Need a Speaker?

If you’re interested in having Broderick or Al speak to your group or organization, please fill out the below form and someone will get back to you soon.

Speaking Topics: