Education
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