How to Choose an Investment Advisor
This workshop delves comprehensively into the various types of financial advisors and financial services providers in the market place; the way each are compensated, the advantages and disadvantages of each, and the questions you must ask when choosing an advisor. Never has it been more complex a task to choose the right advisor, and this can be one of the most important decisions you make. Learn what the terms "Fee Only", "Fee-based", "Stock broker", "Financial Consultant," "Financial Planner", CFP, CFA, and "Investment Advisor" mean. How do they get paid? Meet representatives from each of the various persuasions and learn the questions to ask to demystify this very complex topic.

Retirement Planning
Attend this workshop and…. instead of getting so discouraged you throw up your hands or procrastinate even further….learn what you need to know to optimize the probability of a secure retirement: What you can expect from Social Security, how to plan for the shortfall; how to really determine what you will need to have the lifestyle you want; how to plan for an unexpected disability; what your supplemental medical insurance will cost; the basics of estate planning, how to arrange your finances in preparation for retirement as well as IN retirement to prevent the possibility of outliving your money; what to discuss with your spouse, significant other and/or parents regarding their planning and how it affects your retirement. Learn about the often confusing legalities of withdrawing money and the limits on your withdrawals from existing retirement plans; what consequences work continuation will have on your social security benefits; how to take distributions from your retirement plans; how to roll-over a company retirement plan. Comprehensive workshop for individuals who wish to understand the ins and outs of retirement planning and all the rules and regulations surrounding IRA and 401(K) contributions and withdrawals.Learn from an unbiased source the important facts about retirement plans for the self-employed or what to do with your 401(k) when you leave a company.

Financial Issues for Women in Transition
This three-part workshop is designed not only as an educational workshop but also as support for women who are confronting their own financial matters because of divorce, widowhood, parenthood, recently or soon-to-be inherited assets. Discover how various legal issues affect your changed circumstances, how the emotional issues of being financially independent and assuming risk are not yours alone. This workshop is one of our most popular because it offers a unique, and comforting, opportunity to ask and get answers about not only the practical issues, but the emotional ones as well. Learn strategies to cope with what may seem like insurmountable financial management tasks.

Special Financial Issues for Women in the Sandwich Generation
Over 3000 women have attended this workshop on coping with and planning for the triple challenges of retirement planning, education funding and caring for aging parents. Both the emotional and the practical financial and investment issues are addressed, including modules on the pros and cons of long-term care insurance and its role in planning for your and your aging relatives' future, the pros and cons of 529 college savings plans, basics on medicare supplements, and eldercare. You will leave this workshop with enough knowledge to be able to make the right choices about where your money should go when faced with this often near impossible task of funding three generations of financial needs.

Advanced Investment Strategies
This workshop is appropriate for individuals who have some familiarity and experience with investing. Topics covered include investing for protection against fluctuating interest rates, asset allocation strategies; how to design a properly allocated mutual fund portfolio; how to make well-timed buying AND selling decisions; the advantages and disadvantages of annuities. Includes an overview of alternative investments. Each participant contributes her/his request for topics to be covered in addition to the core content. Assessment of existing portfolios and strategies included as part of the workshop. A review of the most useful and educational web sites will help sustain the knowledge gleaned from this workshop. Each participant will have a customized asset allocation plan for her/his portfolio at the conclusion of this workshop.

Everything You Ever Wanted to Know about Mutual Fund Investing.. ..(But couldn't figure out how to ask)
There are currently more mutual funds than stocks on the NYSE. No wonder your head is spinning about which one(s) to own! Come learn a systematic approach to choosing mutual funds. Learn about styles of management; how to assess mutual funds' performance; what the terms "value", "momentum", "mid-cap", "small-cap"; "emerging markets"; "balanced"; "growth and income"; "no-load", "low-load", "12-b-1"mean and what their relevance is to your portfolio decision-making. Design the right mutual fund portfolio for your personal and retirement accounts. Brief overview of the most important elements of Modern Portfolio Theory.

Creating a Financial Action Plan
Using a case study approach, this workshop is designed for individuals who want to start taking control of their own financial destiny, but need assistance in developing a strategy and/or plan. Each participant will set financial/investment goals, priorities and strategies to achieve them by the conclusion of this seminar. You will walk away with action plan in hand and be eligible for an individual reinforcement coaching session as well.