Key Performance Financial
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    • Home
    • WHAT WE DO
    • Product Providers
    • Upcoming Events
    • Resources
    • FAQ
    • Career Opportunity
    • Contact Us
Key Performance Financial
  • Home
  • WHAT WE DO
  • Product Providers
  • Upcoming Events
  • Resources
  • FAQ
  • Career Opportunity
  • Contact Us

Events

Exclusive Monthly Lunch Meeting with Local CPA's

 Join us for an insightful session on effective tax-saving strategies! Whether you're an experienced professional or new to the field, this workshop offers valuable insights to optimize your clients' tax situations. Don’t miss this chance to enhance your financial knowledge! Let us know if you’d like an invitation. 

Request Invitation

Exclusive Monthly Lunch Meeting with HR Professionals

 Join us for lunch to discuss retirement planning for employees, especially those retiring in the next 5-10 years. As an HR professional, you understand the importance of helping employees retire comfortably, even after they leave your workforce. Don’t miss this opportunity! Let us know if you’d like an invitation. 

 

Request Invitation

Workplace Lunch and Learns

 We’re excited to offer engaging workplace sessions to empower your employees with essential financial knowledge that boosts well-being and productivity. Don’t miss this complimentary workshop! Contact us to book a session—lunch will be provided. 

Appointment

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