Each student will be able to identify the proper portfolio for their needs as we discuss tax free investments, stocks and bonds, mutual funds and more. We evaluate the different types of financial professionals and discuss various financial professionals and publications. The Basic Elements of Investing. We will also discuss how to most easily manage household finances in retirement and contingencies you need to prepare for. The Basic Elements of Investing.
Many people mistakenly believe that estatement planning is only for the very rich.
When they consider the value of their homes and their retirement plans, most people are wealthier than they realize. And many people fail to recognize how estate taxes can prevent a great deal of their wealth from passing to their family. This seminar discusses estate tax techniques, an estate planning checklist, trusts, succession planning for personally owned businesses, wills, and how to maintain an appropriate asset mix. There's a peace of mind that comes from knowing that you've done the best to secure today's lifestyle and tomorrow's needs for you and your heirs. Learn how to plan, shop, negotiate, finance, and close on a home.