Upcoming Classes & Workshops.

Taxes & FIUL Planning

By combining two of the most powerful pieces of retirement, this class educates you on strategies that are used by the tax aware investor. This a great class is great for people looking to maximize their tax burden down the road!

Estate Planning & You!

Here, we combine education and understanding to bring you to a clear understanding of one of the biggest parts of your financial future once a plan is in place, ESTATE PLANNING!

Women, Power, and Money

The financial world can be complicated  and changes in life can add to its complexities. Whether it is the loss of a loved one, divorce, job change, or retirement that finds you in transition; it is never too late to begin planning for your future.

RetirementYou

Our most popular course meant to cover high level all aspects of someones retirement future. This is our foundational course and how most of our clients get introduced to BWM.