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

Arizona Financial Education Seminar Syllabus

Achieving financial success depends upon the actions you take today! How well you plan and formulate a strategy for the future is just as important as your income, assets and expenses.

This ultimately results in the employee receiving less help from thier employers, and requires a higher level of responsibility for the individual to manage their own savings and investments.

Many of us complete a high school or college education without ever learning how to manage our money. It's no wonder that millions of people live paycheck to paycheck without any plan for the future! The Successful Money Management seminar will introduce you to the key concepts and practices of wise money management.

In three informative sessions, the Successful Money Management seminar will give you time-tested instructions on how to potentially minimize your taxes, seek maximization of your investment returns and provide a secure future for you and your family.

$59.00 and register your spouse or guest at NO Additional Cost!


Session One

Your Foundation for Financial Independence
  • Six Main Objectives of Financial Planning
  • Reallocating Your Income
  • Becoming Financially Independent
    The Dramatic Power of Compound Interest
  • The Effects of Inflation
  • Your Tax Bracket
    How It Affects Your Financial Plan
Putting Your Dollars to Work - Part 1
  • Types of Cash Reserves
  • Fixed-Income Securities
  • Government Securities
  • Corporate Bonds
  • Municipal Bonds - Tax Free Income
Putting Your Dollars to Work - Part 2
  • Equity Investments
  • Common Stock
  • Preferred Stock
  • Reading the Stock Tables
  • Risk Factors
  • Managed Accounts
  • Ten Steps that Can Lead to Financial Success
  • Your Personal Plan - The Key to Your Success

Session Two

Putting Your Dollars to Work - Part 3
  • Mutual Funds
  • Familes of Funds
  • Types of Funds
  • Dollar Cost Averaging
  • Selecting Specific Funds
  • Asset Allocation
  • College Funding
  • Modern Portfolio Theory
Retirement Planning - Part 1

Session Three

Retirement Planning - Part 2
  • Tax-Deferred Variable Annuities
  • Long Term Health Care
  • Systematic Withdrawal Programs
  • Estate Planning
  • Risk Management
  • Probate: Should it be Avoided?
  • Life Insurance
  • Charitable Gifting
  • Objectives of Estate Planning
  • Living Revocable Trust


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.