At Bob Schwarz Financial, we hold informational seminars for our clients and the greater community that specific topics on financial information. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.
By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.
Bob Schwarz's mission is to help families create a plan that works while they work, providing a clear vision and confidence in their financial future.
At Bob Schwarz, we can help you take a fresh approach to determine a plan of action fully aligned with your family's needs and desires.
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.