Educational Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Kuzma Financial Services Seminars

At Kuzma Financial Services, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and asset protection. 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.

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Kuzma Financial Services is a division of Capital Markets IQ, LLC, a SEC-registered investment adviser.