Monday 7 - 9 p.m. Analyze all types of investments with a technical or fundamental analysis before you buy or sell. It will help you develop the correct allocations for your personal risk and design a road for you to personally manage your own portfolio. As a bonus, you will be able to program your own investment information into a computer program that will suggest a personal asset allocation based on your goals and investment personality. Women face unique financial challenges that often require long-term planning.
Statistics show that women outlive their husbands by seven years.
Get involved with your finances. Estate planning is essential if you want to protect your assets, control their disbursement and minimize taxes on them. But unless you understand how the system works you cannot effectively minimize your assets from taxation. In a step by step developmental sequence, we will discuss how to avoid probate, how living trusts work, the necessity of wills, planning for long term care and more. Detailed discussion of living trusts, their pros and cons, and a comparison with wills and probate.