We offer complimentary financial education workshops to a variety of professional associations, employers, and other groups interested in providing their constituencies with objective information about mid life career transition, and its impact on investments and financial/retirement planning. These workshops are strictly non-commercial and are not focused on the sale of financial products or services. Instead, the sessions provide valuable information to help attendees to become informed about matters affecting their long-term financial welfare.

Please contact us if you are interested in having Bill Pollak host a workshop for your organization. We often provide these seminars at no-cost or obligation and will be happy to discuss your specific needs.