Broker Check

We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Informational Seminars

Let us educate your employees or members on a variety of financial literacy topics.

Estate Planning

We hold informational seminars for businesses and organizations alike to educate their employees and/or members on a variety of financial literacy topics, including but not limited to retirement funds, investing, education funding, and insurance. 


Our seminars are presented by our talented and knowledgeable team of advisors who have first-hand experience with guiding clients through their personal finances. We accommodate both in-person and online options based on your preferences. 


We have held seminars for groups such as Veterans Associations, Leon County Employees, Tallahassee Community College, and Capital Regional Medical Center H2U Program, to name a few. 

Providing financial planning tools to your employees and/or members can help them make the most out of their income. Additionally, sharing these benefits fosters loyalty and overall job satisfaction. Let us share the importance of financial literacy by scheduling an informational seminar with us today! 

Contact us to schedule your Seminar

Request a seminar today.

Thank you!
Oops!