The following are workshop presentation topics that Ironworks Financial specializes in.

Feel free to contact us to schedule a free workshop presentation for your business or organization by calling (804) 419-0647 or emailing Dennis.John@principal.com.

Financial Strategies:

• Asset Allocation Strategies
• Budgeting
• Retirement Planning Strategies
• Wealth Accumulation Strategies
• Financial Management for Women
• College Investment Planning
• Pension Plans, 457 Plans, Thrift Plans, 401(k) Plans
• Women & Investing

Health Care:

• Long Term Care
• Home Health Care*
• Medicare

Estate Planning Strategies:

• IRA Opportunities
• Wills & Revocable Living Trusts
• Powers of Attorney
• Business Planning Strategies
• Charitable Giving Techniques
• Personal Estate Planning

Tax-efficient Strategies:

• Annuities 
• Tax Management Strategies 

*Insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.

The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations, documents and requirements.