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) 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.