Successful Money Management Seminars$59.00, and register your spouse or guest at NO additional cost!
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Strategy is your key to financial success
Our seminar contains informative insight on how you can learn to successfully manage and protect your money. Take time out now to protect your future. You are never too busy to develop a path that can lead to your financial success.
 

For more information or to get started, please call us at 602-494-0555

Successful Money Management® seminar includes:

Financial Strategies
Private Wealth Management
Investment Consulting
Retirement Planning
IRA
401(k)
Risk Management
Estate Planning


Hear How You Can:

Manage Your Money
Potentially Reduce Your Taxes
Save and Invest
Structure Your Investments
Seek a Financially Independent Retirement

401k Retirement Plans

401(k) plans are great ways to save for retirement, especially if an employer is willing to make matching contributions. If one qualifies for this self-directed retirement plan, the account is typically funded through pre-tax payroll deductions. These funds are invested in a range of assets including stocks, bonds and mutual funds.

401(k) Rollover Investments

Because a 401 k plan is self-directed, and can follow one throughout their career regardless of employer(portable), the Successful Money Management® seminar is designed to equip attendees with the tools necessary to effectively understand investment customization options and 401k Rollover flexibility. At the same time, this seminar is geared towards educating and consulting 401k holders about avoiding certain pitfalls, borrowing money from the account, taking certain advantages, and the risk/reward factor of early withdrawal.


Securities and investment advisory offered through ING Financial Partners, Inc. Member SIPC Gold & Associates, Inc. is not a subsidiary of nor controlled by ING Financial Partners, Inc.

Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.