Workshops
Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
Upcoming Workshops

Are you (age 55+) OR already retired OR scheduled to retire in the next year or sooner?

"FROM A(Dept of Agriculture)  TO V(Detpt of Veteran Affairs)-RETIREMENT PLANNING FOR FEDERAL GOVERNMENT EMPLOYEES"

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"GUIDE TO TAX MINIMIZATION, COMPREHENSIVE WEALTH MANAGEMENT & ASSET PROTECTION"

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Introductory Offer
As a special introductory offer for those age 55 and older, Harbour Pointe Wealth Management invites you to attend our workshop "Social Security-How to Maximize Benefits and Minimize Taxability". To take advantage of this special offer, simply contact us today!!