WORKSHOPS

Brooks Financial holds regular seminars and workshops, open to all.

These informational sessions are held in small group sessions on various topics ranging from investment planning, retirement income planning, and divorce financial analysis and planning.

These seminars empower you as a client by giving you the knowledge and confidence to make decisions, not just on the advice of a sales representative but based on your own knowledge and insight. The more you understand about how your financial affairs can work for you (or how they may not be working for you now) the more secure you will feel going forward.

People stay engaged when they plan what's next, and disengaged when they fear what's next. Understand and stay engaged in your financial planning and future.

Retirement Income Planning

Divorce Financial Planning


Ready to get Started? Contact Us for a free strategy session!