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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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June 2021

Retirement Planning: The Stuff You Haven’t Thought About Yet

June 24 @ 12:00 pm - 1:00 pm

Join Drew Tignanelli, CPA, CFP® and Michael McCarthy, CPA/PFS, CFP® on Thursday, June 24th at noon as they discuss aspects about retiring that go beyond personal finance and may not be top of mind when considering this life change.

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July 2021

How To Find a Great Place to Retire

July 29 @ 12:00 pm - 1:00 pm

Alex Price, CFP® will be leading an informative webinar on Thursday, July 29th at noon, focused on the factors to consider when selecting the location in which you want to retire.

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