University Workshops

Powell Financial Group hosts educational workshops as a service to our community and clients.  We understand the importance of raising financial literacy awareness and take an active roll in sharing our knowledge and expertise.  Classes are offered to clients,  their families and friends, and to community members who are eager to expand their knowledge in finance!  Stay tuned for information about our next Universtiy Workshop. 

Cal Lutheran


University Workshop Topics:

  • A, B, C's of Investing
  • Beginning Financial Concepts
  • Guide to Financial Success
  • Social Security 101
  • Medicare 101 
  • Reverse Mortgage 101
  • Getting the Most Out of Your Retirement
  • "Long Term Care, The Greatest Crisis We Face"
  • "How to Protect Yourself Against Identity Theft"