Financial issues can be complex and dynamic. StrategicPoint provides valued education through customized seminars that help companies, organizations and individuals take command of their financial futures.
Our advisors are available to conduct engaging, informative seminars on topics ranging from investments and estate planning to retirement income planning and college funding. Our presentations can translate complicated subject matter into useful, accessible information and can be individualized to meet personal and workplace needs.
Below are examples of events and organizations that we have presented at:
Brown University’s Staff Development Day
CCRI’s Professional Development Day
The Bryant University Women’s Summit®
Bryant University, Financial Services Forum
The Allied Group
The Rhode Island Chapter of the Society of Chartered Property & Casualty Underwriters
South County Hospital’s Women’s Wellness Day
Johnson & Wales Employee Education
RI Peri Anesthesia Nurses Conference
StrategicPoint can host educational seminars in your workplace, our office or another convenient location. We’ll bring together your concerns with our expertise and create sessions that can help ensure your company or organization is providing appropriate resources for its employees.
To learn more about potential speaking engagements, call or e-mail Laura Bard at (401) 273-1500 or email@example.com.