We have made it our mission to teach consumers how to make better financial decisions just by explaining some of the rules surrounding the everyday choices we have to make.  We have educational classes for each individual service provided.

We want you to understand your choices so you can make better decisions for yourself.


What is the Process?

A seminar is defined as a form of academic instruction either at an academic institution or offered by a commercial or professional organization. It has the function of bringing together small groups for recurring meetings, focusing each time on some particular subject.  We are proud to be one of those professional organizations.  In addition to seminars, we also provide small classes of 10 or less, lunch-and-learns, online classes, conference calls, and one-on-one instruction.


Most people are so busy with the day-to-day job of living they don't have time to acquire the financial education necessary to secure a healthy and prosperous future. As in most games, there are rules and regulations you must follow to win. The same concept can be applied to living this game called "Life". If you don't know the rules, then you might find yourself sitting on the side lines, unable to play. Through workshops and seminars, Heritage TRA introduces keys to a successful and healthy financial future. Workshops & seminars help people to become aware of everyday pitfalls and how to avoid penalties and fees that can rob their portfolios, therefore allowing them to keep more money in their pockets. Each is customized to assist individuals in identifying and qualifying his/her personal and family financial planning needs.


How do we accomplish this? We have partnerships with community colleges, universities, nonprofits and other organizations around the United States. Together, we provide relevant course materials that help teach consumers specific financial concepts that can be applied to their personal plan strategy.


So, how do participants benefit? They receive helpful worksheets and Q&A sessions. Gain a greater understanding of financial management, plus a complimentary consultation for all participants. If your business or organization would like for Heritage TRA to deliver a custom designed seminar for your clients, we will be glad to help. Whether you are providing this service for your employees, clients, or prospective clients, we can help you strengthen morale, build participation, and motivate participants into action. For more information, please go to our Contacts page and leave us a message. A Living Benefits Specialist will get back to you shortly.


Who do we provide educational classes to? Our clients, the general public, non-profit organizations looking to bring financial education to their communities, corporations/HR departments looking to educate their employees, and our agents.


Example of Seminar Topics

  • The Life Audit
  • Ensuring an Enjoyable Retirement
  • Women Approaching Retirement and Beyond
  • You and Your Credit Score
  • Financing Your First Home
  • Estate Planning
  • Getting Fiscally Fit
  • College Planning
  • Investing Basics for Women
  • Financial Blunders- Lessons We Never Lean

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