FOR THIS MOMENT
LEAD A LEGACY
Financial Education Workshops
The mission of Legacy Capital is to give back to our community by empowering individuals & families with the knowledge they need to take control of their own financial well-being through complimentary education-based workshops. Requesting an educational workshop does not obligate you to any fees or services. All advisors at our firm carry the CERTIFIED FINANCIAL PLANNER™ designation.
With over 50 workshops, we can address most financial subjects.
Below is a list of our most commonly-requested topics:
Basics of Investing
Estate Planning 101
Taxes & Investments
Budgeting & Setting Financial Goals
Women & Finance
Social Security & Medicare