Request an Onsite Seminar
Empower Your Employees with Financial Knowledge
At Talents Financial Planning & Wealth Management, we understand the importance of financial wellness in the workplace. Our onsite seminars are designed to provide your employees with the tools and knowledge they need to make informed financial decisions, enhancing their overall well-being and productivity.
Why Choose Our Onsite Seminars?
- Expert Guidance: Our seminars are led by experienced financial advisors who provide practical insights on a variety of financial topics.
- Customized Content: We tailor our seminar topics to meet the specific needs and interests of your employees, ensuring relevant and engaging content.
- Convenient and Accessible: Bringing our seminars onsite makes it easy for your employees to participate and benefit from expert financial advice without leaving the workplace.
Seminar Topics Include:
- Retirement Planning
- Budgeting and Saving
- Debt Management
- Investment Strategies
- Tax Planning
- Estate Planning
Request an Onsite Seminar Today
Enhance your employee benefits program and support your workforce's financial well-being by scheduling an onsite seminar. Simply fill out the form below to get started.
Contact Us
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
© 2024 All Rights Reserved | Talents Financial Planning & Wealth Management