Education
Ridge Point Financial provides education as part of our services. This may include helping you understand different investment options, explaining complex financial concepts, and providing guidance on how to make informed financial decisions. We offer educational resources such as articles, webinars, and seminars to help you stay informed about the latest financial products, services, and trends. By providing education and guidance, we can help you make more informed decisions about your finances, and ultimately achieve your financial goals.
Seminars
Our mission is to educate and teach people how to grow and protect wealth for themselves and the people they love. In doing so we offer a wide variety of workshops and seminars to help guide clients to achieve their financial goals. Some of our topics range from “preparing for retirement” to “understanding insurance”. Additionally, we tech clients how to “reduce debt” and “get the most out of their social security.” We even provide education on “estate planning” as well as “business succession planning.”
Please check out a few of the topics we offer:
Getting the most from Social Security - How your benefits are calculated, options for taking them and strategies to maximize your benefits.
Hello, retirement! - For those getting ready to retire, discusses estimating retirement expenses and income, paying for healthcare, turning savings into income and creating a spending plan.
Your life and your money in retirement – For those at the moment of retirement – two years away, currently transitioning to or even living in, retirement. Highlights strategies and action steps retirees can take to feel more confident transitioning to retirement and emphasizes the importance of striking a balance between guaranteed and non-guaranteed products.
Debt reduction - Discusses the "real" cost of one's debt and how it can be taken control of in order to have more for retirement savings.
Financial wellness - Provides tips on how to take a healthy approach to money matters.
10 keys to estate planning - Provides individuals with 10 keys to creating a well-rounded estate plan.
Planning for the future of your business - Help business owners know the value of their business, understand business succession planning, benefits of protecting their business, and taking care of their employees and themselves.