Seminars

Below are sample seminars that are available throughout the year

To learn about upcoming seminars or register, please email us at lynnemarcus@financialplan-it.com

· ABC's of Investments

· Roth Conversions

· Elder Law – Estate Planning

· Long Term Care – is it really necessary?

· Pension Plan Basics

· Tax Planning for the year end

· What are you saving for?

· Pre and Post Retirement Investing

· Equity Investments

· Fixed Investments – how safe are they?

· Reading the Financial Papers

· How to pick investments

· Strictly stocks – Strictly bonds

· Financial Myths & Realities

· Things your parents never taught you about money

· Risk management

· Taking control of your financial health

· Financial Planning for Non-traditional Couples

If there is a subject that we did not cover and you are interested in, please let us know.