I facilitate “FREE” Personal Finance workshops twice a week and by appointment: · Thursdays at 7:00 pm till 9:00 pm · Saturdays at 10:00 am till 12:00 pm · By appointment - at our office or your office or in your home Every week I present three to four different personal financial topics. Totaling nine in all. We complete two topics per workshop except Workshop 5. Workshop 5 takes the entire class time. You can finish the series in five Wednesdays or Saturdays or even faster if you attend twice a week. Also, you can take the workshops in any order, do not worry about starting in the middle of any classes. The Workshops are FREE and all books and materials provided! If you cannot make it on Wednesdays or Saturdays, suggest a day and time, and I will work with you to get you the education. Also, if you own a business or work for a company that could benefit from offering Personal Finance workshops to all employees, I will come to your place of employment and teach for FREE. Please take advantage of the opportunity and join us in our National Campaign for Finacial Literacy educating 1 Million by 2020. Workshop Topics: Workshop 1: 1. Increase Cash Flow 2. Debt Management Workshop 2: 3. Building a Strong Financial Foundation 4. Proper Financial Protection Workshop 3: 5. Building Wealth 6. Asset Accumulation Workshop 4: 7. Retirement Planning 8. Wealth Preservation Workshop 5: 9. Building a Business Other Available classes: College Planning Trusts, Wills, and Advance Directives Long-term Care Funeral Concierge What is the best "AGE" to file for Social Security? Important Disclosures Information presented should not be considered specific tax, legal, or investment advice. You should always seek the counsel of the appropriate advisor before making any investment decision. All investments are subject to risk, including the loss of principal. No client or prospective client should assume that the information contained herein (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from any investment adviser representatives, affiliates or any other investment professional. Check the background of any firm on FINRA’s BrokerCheck.
Categories: Business & Networking
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