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Seminars

Miceli Financial Partners hosts seminars on a variety of subjects. Topics include businessKillers^®, a series of presentations concerning six of the major planning failures which can cause the loss of a closely held business; Women and Investing, which provides financial education to help women take charge of their finances; Children’s Education Planning, Tax Strategies (taught in conjunction with tax professionals); Basics of Estate Planning, and Pulse of the Market.

Please check our website or contact us for dates, times and locations.

Coming Soon!

* businessKillers^® is a registered trademark of Lighthouse Strategic Projects Group, Inc., Langhorne, PA.

» Licensing

Address Information

Phone: (408) 286-4010
Fax: (408) 452-1037

Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.