Workshops

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) 897-8294 or emailing scates.joanna@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.