Our Seminar Topics Include:
Investing 101
Stocks, bonds, mutual funds... who in the world can understand all
that stuff? Let us help you take the mystery out of investing. This
seminar explores basic investing terms and concepts from the ground up.
We'll discuss CD's, money markets, stocks, bonds, mutual funds, life
insurance savings plans, different types of investment professionals
and much much more! We'll answer your questions about the best ways
to invest in your future. But this seminar is not only for the novice
investor... we may surprise you!
Creating and Preserving Wealth
You want your financial future to be safe and secure, but where can you
turn for common sense answers? In this seminar we'll discuss ways to grow
your assets and keep them safe from inflation and taxes. How is virtually
all wealth in America created? What is the difference between affluence
and wealth? Let us help you understand how sound investment strategies can
make the difference.
All About The Stocks And The Stock Market
Charts and tickers and brokers, buying and selling... it's all so confusing!
This seminar explains what stocks are, how the stock markets work, and how
stocks are bought and sold. You'll find out about common stock, preferred stock,
listed and over-the-counter securities, and explore the difference between
value and growth-oriented stocks. Let us help you take the mystery out of these
important investment vehicles.
Investing For Retirement
Since social security will only give us a subsistence existence,
we all must save for our retirement. But what other options do we have?
Explore why you need to save for retirement, and how much savings is enough.
We'll discuss the power of compound interest, utilizing work related
retirement programs such as 401k programs, and putting additional retirement
savings in IRA, annuity and insurance programs. Don't wait to secure your
future!
Mutual Funds And Annuities
Everyone is saying that mutual funds are the way to invest,
but what the heck is a mutual fund? In this seminar, we'll explain what
mutual funds are, and the types of funds available, including stock, bond,
money market and sector funds. Some of the tax problems with mutual funds
(rarely explained in the financial press) will be examined. Examples of
dollar cost and value averaging will be shown. A brief explanation of
annuities is also included. There are over 9,000 mutual funds in America
today; find out why!
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