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 John Dennis.

Financial Strategies:

  • Asset Allocation Strategies
  • Budgeting
  • Retirement Planning Strategies
  • Wealth Accumulation Strategies
  • Financial Management
  • College Investment Planning
  • Executive Benefits
  • Defined Benefit Plans, 401(k) & 403(b) Plans, Cash Balance Plans, 457 Plans, Thrift Plans

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 
  • Life Insurance
  • Tax Management Strategies 

*Offering health care products is an outside endeavor Ironwork Financial is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with 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.