Community Education
Learn. Ask Questions. Plan Ahead.
For more than 30 years Comprehensive Financial Consultants has been focused on educating and supporting our clients and the community on various financial matters. While "retirement planning" may be the overall umbrella, our educational presentations delve into a variety of areas - tax planning, Social Security strategizing, risk management and asset protection, expecting the unexpected and many more.
There is a common thread among the individuals who come to learn about retirement planning - they want to learn how to preserve their assets in a plan designed to their needs and wants.
Our financial advisors have taught a variety of classes over the years, in partnership with Indiana University Continuing Studies and Ivy Tech Community College Bloomington Center for Lifelong Learning. We have also offered educational opportunities in our Legacy Conference Center, welcoming local professionals to share about estate planning, cyber security, living with dementia and travel - to name a few.
We always welcome opportunities to speak with individuals and groups on important financial matters, or help facilitate a connection to area experts.
If you are interested in knowing more about educational opportunities provided by our firm, please reach out through the form below.