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"An eye-opener workshop. If we take advantage of it and put the information into action in our daily lives, we will be very happy in the future and wealthy."

- Lucia L.

 

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The Unbiased source for Financial Planning Education
Our Next Full-Length Workshop

Title:        How to Live Beyond Paycheck to Paycheck
Time:       6:30 - 9:00 PM
Date:       June 19
Location:  University of New Hampshire


On June 19th, you'll learn:
  • The Importance of goal setting
  • The miracle of compounding interest
  • Why your money habits matter—now
  • Understanding your Comprehensive Personalized Motivational Toolkit (CPMT)
  • How you can avoid being cheap and still be fiscally responsible
  • Top saving strategies
  • Achieving financial balance
  • Dealing with the debt you already have
  • Good debt vs. bad debt
  • Credit card debt reduction techniques
  • The importance and management of your credit reports and credit scores
  • Avoiding identity theft
  • Why receiving a tax tax refund is NOT a good thing
  • Appropriate auto insurance strategies
  • Life insurance—do you need it? How much coverage? And what kind of life insurance?
  • The relevance of other insurance coverages like disability and accidental death and dismemberment
  • Maximizing the advantages of an employer-sponsored reimbursement (flexible spending) account
  • The new world of responsible retirement planning
  • 401(k) plans
  • Traditional IRAs
  • Roth IRAs
  • Turning tax withholdings into retirement savings
  • How to take a load off (Fee and stress reduction meet investing)
  • Risk and reward considerations
  • Investment types
  • Dollar cost averaging
  • Asset allocation
  • ETFs (Exchange Traded Funds)
  • Key estate planning documents, including wills and power of attorneys
  • Your FIRST THINGS FIRST checklist—leaving with empowerment and clear direction

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