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Life's
Big Money Decisions
Should you buy or lease your next car? Is
home ownership right for you or does it make
more sense to rent? How do you shield your
family from financial loss? How do you make
sure you’re not driven to bankruptcy if you
become disabled? This workshop answers
these questions, sharing with you tips and
strategies for making financial decisions
that could save you money.
Protecting Your Nest Egg from Taxes
For most of us, our
retirement savings represents the largest
portion of our investment portfolio. With
current tax laws, you could lose up to 90
percent of your retirement savings if you
make the wrong decisions with your IRAs,
401(ks) and other retirement plans. This
workshop covers strategies you can employ
today to protect your nest egg from
excessive taxation
Exchange Traded Funds: The Nuts & Bolts
Exchange Traded Funds (ETF) came onto the
investment scene in the late 1980’s. Since
their advent, they have climbed in
popularity as an alternative to mutual funds
for participating in the stock market. This
course covers the basics of ETFs including
what they are, how they trade, who are the
biggest providers and what role they can
play in your portfolio
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