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

Financial Risk Management

The Successful Money Management® Seminar devotes much of the 3rd session to identifying financial risks. Properly managing the risks in one's life will provide a solid foundation for overall financial planning. Failure to manage risks can jeopardize all other aspects of personal finances, including investments and retirement plans.

Methods for Handling Risk

Learn how to effectively handle risk by identifying areas in life that might cause one to experience a financial loss. Hands on instruction throughout the seminar will enable students to determine a sound method for minimizing financial burdens that may arise due to an accident, or other instances of performance disability. Determining how to manage areas of risk typically falls under the following 4 methods.
  • Risk Retainment - One chooses to bear the full financial burden in the event of a loss.
  • Risk Reduction - Restricting the conditions that can create a loss.
  • Risk Avoidance - Decision of best interest to not participate in risk-creating activities.
  • Risk Transference - Purchasing insurance to help cover a loss.

Transferring Financial Risk

Using insurance to protect oneself is the most common way in managing risk. In order to ensure accepted applications for insurance policies, it is essential to evaluate and determine all applicable financial assets. A considerable part of the risk management class will aid in evaluating which insurance is best for covering risks as it relates to your particular situation. Learn the benefits of the following insurance plans best suited for transferring risk.

  • Disability Income Insurance
  • Health Insurance
  • Life Insurance
  • Auto Insurance
  • Homeowner's Insurance
  • Long Term Care Insurance
  • Umbrella Liability Insurance

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.