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

Selecting Investments

The Successful Money Management® Seminar provides invaluable information on strategies to allocate assets. Beyond the allocation of personal assets, is attributing specific investments to each of the asset classes and implementing the investment plan.

Professional instruction throughout the seminar provides a hands on experience, which teaches investors to become more involved in the monitoring and rebalancing of their respective portfolios. Selecting individual investments requires knowledge, discipline, and financial resources. By attending the Successful Money Management® Seminar, attendees receive professional guidance and advice that will allow them to make smart decisions now and in the future.

Professional Money Management

Rather than selecting their own portfolios, many people choose to invest in professionally managed vehicles such as mutual funds, variable annuities, and managed accounts. Learn which professional services are available to suit the needs of your financial situation and retirement goals.

Professional money management companies allow individual investors to benefit from:
  • Staff economists
  • Extensive research departments
  • Professional portfolio managers
  • Economies of scale available only to institutional investors
  • Purchases and sales based on factors other than emotion

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.