Our Calendar

I offer several financial management workshops, which are typically limited from small to medium size groups. 

My educational workshops will present financial basics and help you understand some sophisticated financial concepts.

You'll gain a working knowledge of the six areas:

  1. Cash management
  2. Risk management
  3. Investment planning
  4. Tax planning
  5. Retirement planning and
  6. Estate conservation

These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as

  • Paying for college 
  • Long-term care
  • Saving on taxes
  • Retiring in comfort.
  • Tax implications
  • Estate planning
  • Investing a retirement plan distribution or property settlement
  • and many other concerns that directly affect your family's future.

Upcoming workshops:
Social Security - Optimizing your benefits, September 26, 2015, 9:00a.m., 10854 Linderwood Drive, Mechanicsville, VA 23116

Disclosure: Neither Navigon nor HTK provide legal or tax advice. Please talk to the appropriate legal or tax professional about your specific situation.