|
Thank you for your interest in attending
one of our personal finance workshops.
Sell Your
Losers
(2 hour classroom course)
Tax advisors recommend selling your
underperforming investments in order to
realize losses that can offset income,
reducing the taxes you owe. Sounds great
but how do you know if a “loser” really
deserves to be axed from your portfolio?
This class will cover the four reasons to
sell as well as when not to sell your stock
or mutual fund.
-
Date: December 15, 2005
-
Time: 6:30 - 9:00pm PST
-
Tuition: donation to America's Second
Harvest
-
Venue: Sun City MacDonald Ranch
Community Center (2020 Horizon Ridge
Pkwy, Henderson NV)
Limited to 25 participants on a
first-come-first serve basis so register
early!
Preparing to
Retire
(1 hour web seminar)
If you have five years or less to go until
you retire, join us for part 1 of our 3-part
series
Money Management for
Retirees.
This first course, Preparing to Retire, will
teach you the 3-steps to get your portfolio
ready for the transition.
During this workshop, you will learn how to:
-
Estimate your expenses in retirement
including health care and long-term
care insurance considerations
-
Evaluate your income sources such as
Social Security
-
Adjust your asset allocation and
investments to position your
portfolio for a transition to
retirement
At the conclusion of this workshop, you will
know the important tasks to complete now to
enhance your chances of achieving the
retirement you envision.
Details:
Limited to 12 participants on a
first-come-first serve basis so register
early!
Online Investing:
Be Your Own Advisor
(6 hour web seminar - 3 2-hour sessions)
I
This informative seminar
shares explores how to use the internet to
be your own financial advisor. You
will learn how to use the internet to help
you with every aspect of building and
managing an investment portfolio. We will
discuss online tools and resources to help
you:
-
Establish realistic
financial goals
-
Identify potential
investment opportunities
-
Analyze your existing
portfolio asset allocation
-
Conduct research to
determine what to buy
-
Select an online broker
to house your account
-
Track your portfolio
performance
At the conclusion of this
course, you will have the tolls and
knowledge needed to start your own
investment portfolio using the internet
instead of a financial advisor.
Details:
Limited to 12 participants on a
first-come-first serve basis so register
early!
Classes
added all the time. Check back for the
latest or subscribe to
the Financially Savvy newsletter to receive
the latest course schedule. |
