Financial Seminars
Please join us in our continung effort to educate and inform. Seminars are scheduled for the 2nd Thursday of every month with a 12pm and 6pm session available for our clients and their guests (additional 3pm may be added, if needed). All sessions will be held in the Plan Well Live Well conference room. Space is limited to 12 per session. Free to all attendees. Workbook included with each session.
To reserve your seat at one of our workshops, please call 916-797-1020.
|
Date
|
Topic
|
Presenter
|
| November 12, 2009 |
Tax Strategies |
Tim Smith |
| December 10, 2009 |
Charitable Giving |
Russell Trumm |
| January 14, 2010 |
Retirement Investment Strategies |
Mike Hoffman |
| February 11, 2010 |
Retirement Income |
Russell Trumm |
| March 11, 2010 |
Long Term Care |
Mike Hoffman |
| April 8, 2010 |
Financial Management |
Tim Smith |
| May 13, 2010 |
Estate Conservation |
Mike Hoffman |
| June 10, 2010 |
Mainstream Millionaires |
Tim Smith |
| September 10, 2010 |
College Funding |
Randy Green |
| October 8, 2010 |
Retirement |
Russell Trumm
|
|
