WORKSHOP DESCRIPTION

Investment and Insurance Seminars

 

Tax-Free Investing – Presented by a Financial Consultant

This informative workshop will help you understand the benefits of tax-free investing through municipal bond funds. Municipal bond funds may potentially help you save on taxes and help reduce the impact of stock market volatility on your portfolio.

 

Meeting your Retirement Needs with Annuities – Presented by a Financial Consultant

This seminar will cover Fixed & Variable Annuities and how they can be used to help you with current or future retirement needs. Some of the many benefits discussed will include:

·        Safety of Principal

·        Tax Deferred Income & Growth

·        Guaranteed Lifetime Income

 

Retirement Workshop – Presented by a Financial Consultant

Let us show you simple strategies to ensure a secure retirement.

• Retirement Challenges
• Your Retirement Vision
• Sources of Retirement Income
• Ways to Make Income
• Retirement Preparation
• The Need to Expect the Unexpected

 

Navigating the College Process – Presented by a Financial Consultant

We understand that the path to college is more complicated than ever, but we have all the right tools and resources needed to guide you through the process. Our seminar will cover:

•        Factors to consider in the college search

•        Financing your education

•        Application process

 

 

Building a Pension – Presented by a Financial Consultant

Smart Strategies to Help You Prepare for Retirement.

•        Funding today’s retirement

•        Understanding the challenges you may face

•        Addressing the challenges with confidence

 

Fixed Income – Presented by a Financial Consultant

Let us show you strategies to help ensure a constant and secure return. Topics covered include:

•        Bond Basics

•        Tax-free Investments

•        Fixed Income Mutual Funds

•        Fixed Income Strategies for Specific Investor Needs

 

Real Estate Investment Trusts (REIT) – Presented by a Financial Consultant & Wholesaler

Join us for an informative seminar on Real Estate Investment Trusts (REIT) — a type of investment company modeled after mutual funds. The presentation will focus on these key areas:

•        Learn the basics of Real Estate Investment Trusts

•        Investing in commercial real estate with REIT

•        Real Estate Investing for income

 

Goals-Based Investing – Presented by a Financial Consultant & Wholesaler

Our exclusive workshop will bring focus to your financial picture and educate you on how to avoid the many common pitfalls of investing. Learn to:

•        Identify and track progress towards ALL of your goals

•        Stay off the emotional spin cycle of investing

•        Remain calm in a market crisis

 

Estate Planning Workshop – Presented by a Financial Consultant & Attorney

This seminar will cover techniques for avoiding probate, reducing estate taxes and ensuring your estate is distributed according to your wishes. Also discussed will include:

•        Differences between wills and living trusts

•        Powers of attorney

•        Advance health care directive