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) 419-0647 or emailing John Dennis.

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.