Below are descriptions of the educational workshops we currently provide. To register for an upcoming workshop, please fully complete the form at the bottom of the page.  (Note: no workshops are currently scheduled.)

CONTINUING EDUCATION WORKSHOPS  (CFP and CPA Approved, OH Insurance Approved)

Total Balance Sheet Management™ To Maximize Client Wealth

"1/3 of Americans' Wealth Is Held In Real Estate...don't you think something that significant should be properly managed?"

Come and learn while Kevin Kroskey, MBA teaches you cutting-edge mortgage planning strategies that allow for:

  • Better management of monthly cash flow
  • Additional tax and estate planning strategies
  • Increased control over asset allocation decisions
  • Asset protection for real estate and real estate equity
  • More effective wealth building

 

Workshop Registration

 
To Register Complete The Form
*Name:
*Email:
*Phone:
*Workshop Date:
*Number Attending:
Comments:

Note: Fields with an * are required


The Mortgage Planning Team 3075 Smith Road, Suite 101 Akron, OH 44333
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