Events & Presentation on Financial Planning - LLWMG

Events & Presentations

Our work is the presentation of our capabilities. - Edward Gibbon

Events & Presentations

Financial literacy is absolutely vital in today’s day in age. The truth is that there is no wealth without knowledge, and nothing more expensive than ignorance.

Lifelong Wealth Management believes in educating people on various topics surrounding the subject of finance. Taxes, retirement, credit, and college savings are just a small portion of the genres we excel in and would love to present.

If you are a group or business interested in setting up a presentation, please contact us. Thank you and we look forward to sharing with you.

Upcoming

No upcoming events scheduled. Stay tuned.

Past

  • College Savings Workshop
    September 10, 2024
    An educational session centered on navigating college costs and aligning education funding strategies with long‑term financial goals, giving families tools to plan with greater confidence.
  • Estate Planning Essentials
    September 1, 2024
    An in‑office seminar led by Jason with estate professional Doug, covering common estate planning questions, real‑world scenarios, and practical next steps. Attendees received curated planning resources and the opportunity for personalized follow‑up guidance.
  • AI & the Future of Finance
    August 8, 2024
    Our summer intern, Shreya, presented how Artificial Intelligence is shaping business and finance—highlighting technology as a tool that supports, but never replaces, personalized financial planning.
  • Investment Fundamentals
    June 28, 2019
    An educational workshop designed to build foundational investing knowledge and confidence. Presented by Jason Gong of Lifelong Wealth Management Group, the session covered core investment concepts and practical insights to help attendees better understand how informed strategies support long‑term financial goals.