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LEAD A LEGACY

Financial Education Workshops

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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

  • Understanding IRAs

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