As noted on the "Our Qualifications" page, Kate and Grant have combined experience in the financial services industry of over 55 years. 

During that time, they have had the opportunity to speak before a number of groups and have presented on many topics.

Kate has offered seminars on many topics including Financial Strategies for Successful Retirement, Retirement Planning Today, Savvy Social Security Planning and Debt Management.

If you are interested in having Kate or Grant speak to your group, please use the "Contact Us" link above and send us information on your request.