Seminars

Financial Planning and Money Management

The combined Money Management and Financial Planning workshop explains the value of the Financial Planning Process and the foundational ideas to help individuals to become better informed about issues that affect their financial future such as:

Identifying priorities and setting financial goals

Budgeting and Building Cash Reserves

Risk  Management and Insurance

Strategies for Reducing Taxes

Planning for and funding your retirement

******LIGHT SNACKS WILL BE SERVED******

Financial Planing and Money Management

The combined Money Management and Financial Planning workshop explains the value of the Financial Planning Process and the foundational ideas to help individuals to become better informed about issues that affect their financial future such as:

Identifying priorities and setting financial goals

Budgeting and Building Cash Reserves

Risk  Management and Insurance

Strategies for Reducing Taxes

Planning for and funding your retirement

******LIGHT SNACKS WILL BE SERVED******

IRA Rollover And The Roth IRA Conversion New Rules and Opportunities

This Financial Education Session is a part of our community service.  It  will help attendees to understand some important information about IRA Rollover and Roth IRA Conversion New Rules and Opportunities

Roth IRA Conversion New Rules and Opportunities:

• Are you a conversion candidate?
• Why Should You Consider Converting to a roth IRA Now and How can it help?
• Why Converting might not be best for you?
• What are the Conversion Rules?

IRA ROLLOVER:

• Learn the strategies available for your IRA Rollover and avoid the guessing game

******LIGHT SNACKS WILL BE SERVED******