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Financial Education Events

LCV Advisors is available to share insights and experiences gleaned from more than 25 years in the financial services industry. A broad range of investing and financial topics are available to discuss in a classroom, community or corporate setting.


Previous speaking topics included:

  • Planting financial seeds for your college student's success & beyond
  • Simplifying retirement investing
  • Financial planning for college: The ABCs of 529 Plans
  • Fighting stock market fear with facts

These seminars are complimentary and no products or services will be sold