We have long been believers in educating our clients about all the aspects of their financial lives.  Knowledge is certainly one of the best ways to mitigate risk and we have continuously strived to provide valuable information for them.

     We have formalized this process by the creation of the Praxis Wealth Institute.  The mandate of the Institute is to educate all attendees on a variety of subjects so that they can make better informed decisions.  These various programs have been thoroughly researched and will provide up to date information on issues such as:

                                           Pre and Post retirement planning

                                           Lifestyle planning for retirement

                                           Proper investment management techniques

                                           Tax efficient investing

                                           Charitable giving and philanthropy

                                           Retirement Coaching


Please visit for further details on available courses and dates.

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