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Our founder, Nan Lesnick, considers herself an “advisor by day and educator by night.” To say that education is an interest for her is an understatement. Nan dedicates time to hosting both seminars and financial workshops that teach people essential financial topics so they have the information they need to make sound decisions.

We host events designed to engage you with important financial knowledge. A sample of our topics include:
  • Power of Zero  

  • Social Security Basic Rules and Claiming Options 

  • Savvy Social Security for Boomers 

  • Savvy Social Security for Couples 

  • Savvy Social Security for Women  

  • The Perfect Storm:  The 3 Biggest Retirement Dangers and How to Avoid Them