| TITLE |
DESCRIPTION |
| Foundations of Investing |
Rules for investing - developing a strategy, choose quality investments, diversify portfolio, invest for the long term and focus on what you can control. |
| Rules of the Road |
Teaches fundamental concepts of investing and potential strategies to help build wealth. |
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Shares tips on how to develop a proactive strategy for protection and preparing for the unexpected. Strategies include having an emergency fund, establish line of credit, and review insurance/liability protection. |
| Stocks: The Nuts and Bolts |
This presentation shares basic information to help investors evaluate how stocks may fit into an overall strategy. |
| Focus on Fixed Income |
Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering and how fixed income may be a part of your investment strategy. |
| An Investor's Tour of Mutual Funds |
A detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection. |
| Retirement by Design |
Discusses the need to define retirement goals, determine savings needed to reach those goals (using the rule of 25) and how to use the power of 3 (time/money/return) to reach those goals. |
| Tax Free Investing |
Overview of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b) and/or life insurance. |
| Preparing Your Estate Plan |
Basic overview of estate planning -- account registration, bveneficiary designation, will, trust, tax information, life insurance, and TOD. |
| Simplifying Your Spending and Savings Strategies |
Encourages developing a budget, identifying financial goalsm understanding the balance between spending, saving and borrowing and having a strategy. |
| The Entrepreneurial Equation Seminar |
Gives ideas for putting banking, retirement and insurance tools to work to build and protect attendees' business. |
| Five Money Questions for Women |
Shares prospective on a process women can use to identify financial goals and set a strategy. Discusses Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving. |
| Put Your Retirement Plan to Work |
Encourages participating in an employer-sponsored plan, explains why it is important to start saving now, suggests two additional tax-advantaged ways to save outside the employer plan and encourages rollover money from preious employer plans. |