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Educational Workshops

Our goal at Vision Financial Group is to help individuals paint a picture that reflects their values, dreams and vision for the future. One way we achieve that goal is by offering Educational Workshops in workplace settings, so that employees have convenient access to valuable financial planning information. Each workshop includes an Introduction Video and Participant Workbooks that are customized for your organization.

If you would like more information about hosting one of our Educational Workshops for your employees, please contact us today! Or, if you have a need for a workshop on a topic that is not listed here, let us know and we can help design a custom workshop to meet the unique needs of your organization.


• Financial Planning

• Estate Planning Basics

• An Introduction to Annuities

• Variable Annuities

• Retirement Basics

• College Planning

• Advanced Estate Planning

• Planning for Long-Term Care

• Investment Basics

• Retirement Income Planning

• ROTH IRA Conversions

• Special Needs Planning

• Social Security

• Women and Money


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