Upcoming Events

Pace Wealth Management offers financial management workshops. These educational workshops span from financial basics to sophisticated financial concepts. You will gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

These workshops are free, and no financial products will be offered for sale during the presentations.

You will find answers to important financial concerns and frequent questions such as:

  • Retiring in comfort
  • Expectations for long-term care needs
  • Saving on taxes
  • Legacy planning
  • Investing
  • Solutions for business owners
  • Life insurance
  • Paying for college
  • and more...

Upcoming workshops click here