Workshops

Knowledge is power. 

An educated client is a confident one.  ELGA Investment and Insurance along with its business partners have a created a complete series of educational workshops for the benefit of our clients and the general public. These workshops can be held on site as a lunch and learn program, afterhours at your offices or a public location.  These programs can focus on specific financial topics, such as college planning, 401(k) plans, and Senior Issues.

Current Classes Include:

Women and Investing

Financial Planning Basics

Savings and Investments

How the Markets Work

Health Care in Retirement

The New Deal: Financial Planning in Today’s Environment

Small Business Retirement Plans

Required Minimum Distributions

Pension Maximization

College Planning

Estate Planning

Senior Issues

Financial First Aid

The Truth About Annuities

RMD and 72t Distributions

Credit Score Repair

Generating Income in Retirement

ELGA Investment and Insurance has conducted 100’s of public and private classes over the years such as Successful Money Management Seminars, Financial Strategies for Successful Retirement, Passport to Retirement Classes, and Retirement Planning Today at various public and private institutions around the Greater Flint and Metro Detroit as well as Clarkston, Rochester, Ann Arbor, Auburn Hills, Grand Blanc, and Flint.