Programming Survey
Which topics would you like to see offered by The Society of Financial Awareness?
Fill out the survey by
December 22nd
to be entered to win a
Flashdrive/mp3 player
!
Getting "Fiscally Fit"
- Basic principles of cash management
- The importance of having a financial blueprint
College Planning
- Maximizing Financial Aid
- The new Educational IRA
"Exploring" Your Options for a Quality Retirement
- Why plan design is critical
- Proper steps in reviewing 401K performance
Asset Allocation and Modern Portfolio Theory
- Planning your investment against interest
rate, inflation, and market risks
Investment Concerns in a "Fragile" Market
- Why "down" markets create investment
"opportunities for the wise investor.
Do you know what you're doing when you
invest?
Financial Blunders - Lessons We Never Learn
- How to avoid losing up to 40% of your
retirement lan on the day you walk away.
- How to avoid strangers becoming the
guardians of your children.
Understanding 401k Rollovers
- Evaluating and understanding your options
- Benefits of Asset Allocation
Legal Lessons for Life
- Select the guardians for your children
- Minimize your estate tax exemptions
Tax Planning
- Current tax law changes
- Most common tax mistakes made by most people
Laboring Over Long-Term Care Insurance
- Misconceptions of Long-Term Care insurance
- The cost and coverage in our areas
Savvy Social Security
- 5 factors to consider when you start taking benefits
- How to coordinate benefits with other sources of income
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