Educational Courses


In order to help people understand their finances, Josh W. Strittmatter CFP® CRC® and Kelly Buchfink CFP® offer courses and workshops on a regular basis.


The copy below I was in question. It states “clients” but who we are pitching the courses to are not clients yet and may not have a financial advisor. So, I was wondering if you would like this copy rewritten.

Knowledge is power. (Title) empowers their clients by educating them on the financial planning process and the various strategies and forms of implementation. By doing so, clients not only understand their plan, they understand the reasoning behind it and as a result they are able to make better decisions now and in the future.

Financial Planning

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Business Planning

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Retirement Planning

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Investment Management

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Insurance

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Tax Strategies

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Estate Planning

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Trust Services

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