Dollars & Sense
Blue Clover Financial, LLC and partners can provide a qualified educational speaker for your professional association, church, community group or social club on a wide range of financial topics. Presentations can be general in nature or specific to your organization’s specific needs depending on the need.
General topics include but are not limited to:
• General Financial Planning
• Insurance Planning
• Estate Planning
• Retirement Planning
• Education Funding
• Employee Benefits
• Tax Planning+
Please contact our office for more information.
+Guidance is provided by a partnering professional tax accountant.