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| Getting Started |
Regardless of how much you make or how much you have, this class will get you started in the right direction regarding your financial future. You will learn the 6 building blocks you need to understand to begin to walk down the path to financial freedom. This class will get you started in all the major facets of financial planning including:
1) Investments – how to start, where to invest and what to invest in
2) Retirement Planning – it’s never too early and it’s never too late
3) Insurance – Rule #1: don’t get insurance advice from an insurance salesman
4) Debt – The Good, the Bad and the Ugly
5) Estate Planning – The one thing you must do regardless of how much money you have
6) Good Old Fashioned Budgeting
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| Getting Back on Track |
The financial crisis of the last few years has left many individuals and families feeling like castaways. During this workshop Reed C. Fraasa, CFP®, AIF®, RLP® will discuss what steps you can and should take to stay on a steady course during both good and bad times. Mr. Fraasa will present the “Five Principles of a Successful Investment Plan” and show how these principles can your financial life planning and put you in control of your future. |
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Economic Forecast
for 2012 |
In this session, future economic activity and developments are forecast for 2012. Learn how variables such as interest rates, the rate of inflation and the rate of unemployment factor into predicting the course of the economy. Learn about emerging markets and where European countries weigh in on stock market opportunities. |
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5 Things Everyone
Over 60 Should Know
About Their Finances |
Could your money be working harder for you?
Want to recession proof your portfolio and make
up for the losses you sustained in 2008?
Unsure how to choose from the thousands
of investments available to you?
Whether you are a beginning or advanced investor, this workshop is for you!
The seminar will cover the “5 Things Everyone Over 60 Should Know About Their Investments :
1. What are the benefits to investing over age 60
2. The importance of performance
3. Understanding fees and expenses
4. Selecting the ideal investments for your portfolio for recession proofing your portfolio
5. Maximizing your investment income and making your portfolio work harder
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