Seminars With The Financial Consulate

Have you ever wanted to learn more about personal finance through true education without the sales pitch?  The Financial Consulate’s mission is to reduce the worry and burden of money management.  Thousands of people have achieved this through our educational seminars to businesses, non-profit organizations, associations, municipalities and government agencies with quality education for employees and constituents for over two decades.

As a NAPFA Registered firm, all of our advisors have signed a fiduciary oath pledging to act in client’s best interest at all times and do not accept sales commissions.  The firm’s strict fee-only commitment has driven its devotion to skill, knowledge, and education so your organization doesn’t have to worry about biased information or a hard product sale.  Seminars and speaking engagements are customized for your audience, ranging from a one-hour single topic discussion (like retirement or benefits selection) to comprehensive, multi-day seminars.

If you are interested in having Drew Tignanelli bring his unique style of financial education to your organization, please contact us.

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April 2021

A Portfolio Built for Time, Not Timing

April 27 @ 12:00 pm - 1:00 pm

Join us at noon on Tuesday, April 27th for an informative webinar led by Christopher O’Shea, CFP ®, CPA on Financial Consulate's investment story and how it relates to portfolio diversification.

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May 2021

How Can I Minimize Taxes in Retirement?

May 28 @ 12:00 pm - 1:00 pm

Join Graham Ewing, CFP®, MBA on Friday, May 28th at noon as he leads an informative discussion on ways to help minimize taxes during retirement.

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