SEMINARS
Please check back often for the most current listing of seminars available and schedules in 2010
In addition to the general seminar topics listed below, we welcome the opportunity to conduct personalized presentations tailored to a company's needs. If you have a particular topic that would be of interest in your company, please contact us for scheduling availability and pricing options. ALL seminars are conducted by experienced financial services professionals holding at least one advanced degree, or designation. NO product offerings, or solicitations are made in our presentations - these are strictly informational.
We also periodically conduct brief, informational meetings for both businesses and individuals on general financial topics. These are not sales presentations, but give attendees the opportunity meet us and ask any questions they may have on the discussion topic. Click here for upcoming meetings.
ANTICIPATED SEMINAR TOPICS FOR 2010
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Personal Financial Planning
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Building Wealth & Retirement Income with Investment Properties
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Financial Planning For Disabled Family Members
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Investing in Government Subsidized Real Estate Programs (e.g. Section 408 Properties)
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A Real Estate Primer for First-Time Homebuyers - Why NOW is a Great Time to Buy!!
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Charitable Gifting Techniques
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Medical Insurance Options For The Self-Employed
Strategies For Investing In Today's Volatile Environment
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Critical Insurance Issues and Decisions For The Downsized/Displaced Employee (or those about to be!)
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COBRA Compliance
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Converting An Unwanted Life Insurance Policy Into Cash
Strategies For Preserving Retirement Assets
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Complying With The Health Insurance Portability and Accountability Act (HIPAA)
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Evaluating Long-Term Care Options
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Planning For Distributions From Qualified Retirement Plans
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Choosing Appropriate Retirement Planning Options
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Improving Employee Participation In Qualified Retirement Plans
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Advanced Estate Planning Techniques For Business Owners
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Pension Maximization Strategies for the Highly Compensated
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College Funding Options
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5 Steps To Controlling Group Medical Insurance Costs
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Protecting Your MOST Important Asset - Your Income