Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature.

We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.

Corporate Seminars
As more employers are taking steps to help their employees improve their financial security, they are offering workplace financial wellness education as part of their benefits program.  Help your employees with the very important decisions about retirement planning, estate planning, and other issues affecting their finances through a workplace financial wellness program.   We offer on-site seminars, one-on-one meetings, small and large-group presentations, and comprehensive Web-based education which your employees can access on a daily basis.  We can customize the exact employee education program you’re looking for.  For more information, call us at (214) 234-8414.

Upcoming Seminars
Please check back soon for dates and times.

Workshop Registration
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Free Consultation
For over twenty years, Tony Coccarelli has created, implemented and monitored financial plans and portfolios for his clients. We invite you to join him for a no-obligation consultation.