Workshop details
Staying up to
date on new developments in the finance and investing world gives you a tremendous
advantage when it comes to protecting yourself and your family. One of Jeremy Hart's specialties educating
others about wealth accumulation, investments and risk management, along with
cash management and debt reduction. Whether you already have a financial plan
in place, or you haven't begun to think about topics like paying
for your child's college education, or retirement, you're sure to learn something
when you attend one of our workshops.
Workshops are available to individuals and the public, as well as employee groups. Depending on your interests, schedule and available time, you can arrange to take one or more single sessions, or the complete series of seven topics.
Individual workshops are approximately two hours in length. The "Complete Workshop" - all the workshops together, is approximately six hours long and can be conducted in a single day, or split between two evenings.
Call today to register or obtain more details. You can also fill out our on-line financial workshop registration form.
Workshop topics:
- Session 1 – An Introduction to Financial Management
Choosing the right financial professional for you
Putting more of your income to work for you
Overcoming financial roadblocks - Session 2 – Cash Management
Cash flow mapping for your family or small business
Debt reduction strategies
Credit repair planning - Session 3 – Protecting Yourself and Your Family
Choosing the best insurance with the right coverage
Choosing the best savings plan for you
Knowing your savings alternatives and options - Session 4 – Planning for Your Retirement
Knowing the facts and myths of Social Security
Selecting the best pension plan options for your goals
Working with a lump sum distribution - Session 5 – Successful Investment Strategies
Discovering proven rules for successful investing
Selecting the right options in today's market
Taking advantage of tax-advantaged investments - Session 6 – Tax Planning
Discovering the truth about income tax
Learning effective means of reducing tax liability
Dealing with the alternative minimum tax - Session 7 – Estate Planning
Distributing your estate effectively after death
Minimizing federal estate taxes
Understanding the realities of wills and trusts
- The Complete Workshop
The complete workshop covers all seven topics in a single day, or can be split into two evenings.
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