| Starts: | Friday April 03, 2009 at 8:00am |
|---|---|
| Ends: | Thursday April 30, 2009 at 5:00pm |
| Event Type: | Training/Seminar |
| Location: |
National Financial Literacy Eductaion |
| Price: | |
| Website: | http://www.planviser.com |
| Industry: | financial services |
| Keywords: | Unemployed, Financial Planning, Estate Planning, Business Planning, News, Teaching, Education, Planning, Jobs, Careers, Working Or Retired, National Education, Family Members, Employers, Employees, Parents, Individuals, Employed, Investments |
| Intended For: | Anyone with an interest in expanding their understanding of their financial security, from Executives, Business Owners, Engineers, Teachers, Managers, Supervisors, Directors, Producers, Designers, Administrators, Developers to recent collge grads. |
| Organization: | PlanViser Financial |
The month of April is National Financial Literacy Month.
For the entire month of April we will be providing education through open discussions, concepts and case studies for Financial Planning and Investments.
Onsite work place and small group meetings will be offered at your request.
Discussions, Concepts and Case Studies will be available in the following areas:
Rebuilding Your Financial Program, Protected Growth Strategies, Capital Preservation Concepts, Retirement Planning, Investments: Diversification & Risk, Active and Passive Management, Estate Preservation Case Studies and Concepts, Business Succession Planning, Charitable Gifting Strategies, Donor Funds: Why & How.
Wealth management strategies are professionally and personally designed and developed based on the specific needs of individuals, families, professionals and business owners.
Please contact me for details on onsite or small group meetings.
We look forward to your participation in helping everyone become more aware of how to plan for their financial security.
Sincerely,
J Thomas Regan Development Director
We are excited to proactivly be involved, making a difference today in our lives as well as for the generations ahead! J Thomas Regan
How do I find an event to participate?
Please express your areas of inteest, so as we group people together, we can effectively provide the right direction and materials to you throughout the month. You afre also free to contact me directly via email with any specific questions or group interest. J Thomas Regan
Hello everyone... This isn't a G20 meeting but a good source to pass along for National Financial Literacy Month is... U.S. Financial Literacy and Education Commission Providing financial education resources for all Americans. The goverment web address is... www.Mymoney.gov Many good resources are available for free here, including the current 2009 "My Money Kit" Also...On our learning center @ planviser.com, all of the e-seminars will be back on line do to an annual review to ensure the quality. Currently Financial Management and Long Term Care are available. Additional resources are forthcoming...please contact me anything specific or to arrange a group meeting. To your financial health...from all of us at PlanViser. J Thomas Regan
A good website is also the FTC Financial Literacy for Kids @ http://www.ftc.gov/YouAreHere/pages/parents_and_teachers.html It a fun, informative and friendly day at the malllearning about money etc. Have fun!! J THomas Regan