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The Knowledge Network |
Successful Money Management SeminarLocation: Colonie Overview: In three informative sessions, the successful money
management seminar introduces you to the key concepts and practices of wise
money management. Topics: financial foundations put time on your side setting financial goals using credit wisely inflation understanding taxes and their effects individual investments government securities bonds equity ( stocks) investments 10 steps to help you achieve financial success mutual funds dollar-cost averaging tax-deferred annuities life insurance importance of diversification college funding retirement planning sources of retirement income social security value of tax-deferred contributions tax savings employer retirement plans rollover options IRA systematic withdrawal programs risk management using insurance to protect yourself disability income insurance long-term care pension maximization using life insurance survivorship life estate planning probate gift and estate taxes annual gift exclusion exemption credit unified gift and estate tax rates Instructor: Janet M. Labella, Lutcf has 26 years experience in the Insurance Industry. She currently owns her own Financial Planning Practice in Guilderland, NY. Janet has been helping Individuals and Business Owners understand the importance of financial planning strategies to meet or exceed her client's financial expectations while increasing her client's knowledge for financial independence. The colorful seminar workbook contains over 186 pages of practical exercises and examples to help you learn and remember everything covered in the seminar. It is a valuable reference tool that helps you reach your financial goals.
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