Making Your Assets Work for Both Retirement and Legacy- Thursday, April 20th

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You’ve enjoyed a successful career, worked hard and managed your money wisely. Now, as you approach retirement, you’d like to use some of that money to make a difference in the world. With careful planning, it’s possible to fully use your assets and income during your lifetime while also passing assets to others after you’re gone.  Suitable for women of all means – this course will offer ideas for how to get double duty out of your hard earned mone

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Investing 101 – An Overview of Today’s Investment World – Thursday, March 23rd

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The investment world is full of lingo and concepts that can baffle the best of us.  Come and review some of the classical, as well as newer concepts in investing, as well as a discussion on how to know which strategies best match your life needs and personal preferences.  A great course, suitable for both seasoned and beginning investors.  

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Making Your Assets Work for Both Retirement and Legacy – So I can have my cake and eat it too? (Thursday, April 20th)

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You’ve enjoyed a successful career, worked hard and managed your money wisely. Now, as you approach retirement, you’d like to use some of that money to make a difference in the world. With careful planning, it’s possible to fully use your assets and income during your lifetime while also passing assets to others after you’re gone.  Suitable for women of all means – this course will offer ideas for how to get double duty out of your hard earned money. 

How to Plan for Retirement – Ready or not, here I come! (Thursday, April 6th)

Susan_5189-150pxThe best revenge against the inevitable clicking off of time, is to use it to your advantage.  Time can be as precious as any investment you own, when put to your advantage through planning for the stage of life you are in today, and where you want to be tomorrow.  This workshop will address areas, including social security, planning for Medicare and health costs, and other critical issues you should focus on through your 50’s, 60’s, 70’s and beyond.

Retirement Planning Workshop- Thursday, March 9th

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Whether you have a plan or are just starting, this complimentary workshop will help you understand how to create the retirement you desire.   Shane and Susan use realistic life scenarios to illustrate the analysis and planning work they typically provide to their clients.

We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.

Workshop participants will learn how to:

  • Strategies to help your assets last your lifetime
  • Help protect your buying power against inflation
  • Create a tax-free income stream in retirement
  • Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
  • Proactively plan for tax and financial market volatility

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

A full dinner catered by Maggiano’s will be provided, so be sure to bring your questions, concerns, and a good appetite!  Space is limited, so please RSVP for the number of guests you are planning to bring. 

 

It’s a New Year – How to Prepare Your Investments for a Changing World

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With the New Year upon us, and the elections behind us,  we know that the year ahead will bring us changes in almost every aspect of our economy – taxes, regulation entitlement programs and more.  The short and long term impact of these changes upon the market is unknown, but change is in the air, and no doubt the markets will respond. 

 

This workshop will show you the importance of having a financial plan tailored to your life – to both get you on course, and keep you on course through market volatility and change.  We will demonstrate how a strong plan will guide your investments, and our strategies for helping you grow and protect those investments to reach your goals.  It’s a changing world – come and learn some new, innovative concepts for how you can participate. 

 A full dinner catered by Maggiano’s will be provided, so be sure to bring  your questions, concerns and a good appetite!  Space is limited, so please RSVP for the number of guests you are planning to bring. 

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

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Our Best Tips for Year-End Financial Planning – Thursday December 1st

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With the end of the year fast approaching, it’s time to put your good intentions into action. If you are serious about saving on your taxes, maximizing your year-end returns and achieving your 2016 financial goals, then you must act soon.  Whether you have already retired, or wishing you could – we’ve created a special year-end planning workshop to show you how to keep more of your hard earned investments working for you and your family.

We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.

Workshop participants will learn how to:

  • Strategies to help your assets last your lifetime
  • Help protect your buying power against inflation
  • Create a tax free income stream in retirement
  • Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
  • Proactively plan for tax and financial market volatility

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

Register for Upcoming Workshops

[events_list]

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Why I Don’t Want to Buy Life Insurance

Annual portfolio income question marksIf you’re like most people, it’s not that you don’t appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn’t mind owning additional life
insurance. It’s just that you don’t want to buy it. [Read more…]

The Power of Dividends in a Portfolio

conference-roomIt wasn’t so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users–a throwback to an earlier era, irrelevant to the real action.  [Read more…]

Pay Down Debt or Save for Retirement?

Tough decisions aheadYou can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid. But like many people, you may be torn between paying off debt and the need to save for retirement. Both are important; both can help give you a more secure future. [Read more…]