Presentations



Alan Gappinger, Bob Douglass, Marcie Gappinger and many of the other financial professionals at the Heartland Institute are available to speak to your group about a variety of financial topics, including:

  •          Personal Money Management 
  •          Living within Your Means / Budgeting 101
  •          Maximizing Your 401(k)
  •          Women and their Special Financial Concerns     
  •          Long-Term Care Solutions
  •          Disability Realities
  •          Financial Planning for Executives    
  •          Tax Planning Strategies
  •          Retirement Planning Strategies    
  •          Saving for College
  •          Tax-Smart Investing
  •          Estate Planning Essentials             
  •          Home Ownership Decisions
  •          How to Avoid Identity Theft

To discuss dates and engage a speaker, contact:
 
 

         
   
   
        Marcie R. Gappinger 
        Director of Education  
        (303) 597-0197


 
                                    

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