Ironworks Financial | Financial Management | Richmond, Virginia
Workshops
The following are workshop presentation topics that Ironworks Financial specializes in.
Feel free to contact us to schedule a free workshop presentation for your business or organization by calling (804) 419-0652 or emailing Chris Tripp
Financial Strategies:
Asset Allocation Strategies
Budgeting
Retirement Planning Strategies
Wealth Accumulation Strategies
Financial Management
College Investment Planning
Executive Benefits
Defined Benefit Plans, 401(k) & 403(b) Plans, Cash Balance Plans, 457 Plans, Thrift Plans
Health Care:
Long Term Care
Home Health Care
Medicare
Estate Planning Strategies:
IRA Opportunities
Wills & Revocable Living Trusts
Powers of Attorney
Business Planning Strategies
Charitable Giving Techniques
Personal Estate Planning
Tax-efficient Strategies:
Annuities
Life Insurance
Tax Management Strategies
*Offering health care products is an outside endeavor Ironwork Financial is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations, documents and requirements.