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Giving a Speech

FOR THIS MOMENT

Financial Education Workshops

Learn

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:

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  • Basics of Investing

  • Estate Planning 101

  • Taxes & Investments

  • Budgeting & Setting Financial Goals

  • Women & Finance

  • Social Security & Medicare

  • Understanding IRAs

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Meeting Room
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If you would like more information on scheduling a workshop
please call 281-595-1998 or email micala@lead-a-legacy.com.

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