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Financial/Legal Topics

LET’S TALK ABOUT MONEY
Talking about money, along with religion and politics, is taboo in today’s culture. In current economic times, basic budgeting, savings and debt elimination are important topics to deal with, but no one wants to talk about them. How do people who need financial help, get help? This workshop discusses the need for budgeting, the role of the budget coach and answers contemporary questions about 21st century financial concerns.

STRESS FREE DEBT ELIMINATION
Bills piling up? Can barely afford the minimum payments? Constantly worried about your debt burden? Can’t sleep at night? Learn to get your life back by ELIMINATING debt. Get rid of your debt, which will reduce your stress, which will lead to financial freedom and peace.


GET OFF THE CAR LOAN CAROUSEL
Many people just assume that they will be burdened with a car loan for life. However, with well-planned, prudent choices an individual can rid themselves of car loans and (more importantly) free up financial resources to be used toward reaching other financial goals such as education, savings and retirement. This workshop provides a glimpse into the financing numbers as well as discussing basic car buying tips, techniques and strategies. Get rid of that car loan, forever!

WHAT’S A “FICO”? MAKING SENSE OF CREDIT SCORES
Obtaining credit with the best terms is largely dependent on your FICO score. This seminar will describe what makes up a FICO score and various methods you can use to improve it. A higher FICO score leads to lower interest rates which saves you potentially tens of thousands of dollars when obtaining a mortgage. No longer fear the “FICO”!

WHEN CAN I AFFORD A HOUSE?
Owning a home is the American dream. But when is the right time to plunk down the cash and start decorating? Owning a home requires sound financial footing that can withstand the forces of life such as medical illness or loss of employment. Live comfortably without fear of losing your home to foreclosure.

MAKING SENSE OF MORTGAGE REFINANCING
There are many reasons to refinance a mortgage — from taking advantage of lower interest rates to avoiding foreclosure. What are the different ways to refinance and what are the associated costs? This seminar will explain the issues, costs and process to help you make the decision that best suits your needs.

WHAT’S YOUR SPENDING PERSONALITY?
“Spend less, save more.” Sounds easy enough, but how do you do that? Learn to identify what drives you to spend. Is it keeping up with the Jones’? Is it just feeling better about yourself? Understanding your spending personality will equip you to understand spending habits and lead you to spending less in order to save more.

SELECTING A FINANCIAL PLANNER
Take charge of your life by carefully mapping life’s timeline to financial means. Larry Burket states, “Fail to plan, Plan to fail.” Learn the aspects involved in the planning process and how to find a financial planning professional to fine tune your financial requirements and help you on the road to meeting your life’s goals.


CREDIT – USING IT & ABUSING IT
Can I really use credit wisely, or will it end up creating huge problems. This seminar provides tips on how to manage your financial responsibilities. What is bankruptcy? Can I stop harassment from a collection agency? Is my credit report really private?

BUILDING YOUR FINANCIAL FUTURE
Designed for those just beginning to save and invest, this seminar covers the topics of debt management, investment basics, asset allocation and diversification.

FINANCIAL PLANNING TO ACHIEVE YOUR GOALS AND DREAMS
What’s your vision of your ideal financial future? What’s your plan for getting there? Financial planning is the process of helping you define your life goals and align your financial resources to reach those goals. This interactive workshop is designed for anyone who wants a clear understanding of financial planning, its benefits and how you can use it to help shape your financial success.

GROWTH INVESTING FOR YOUR LONG-TERM GOALS
In general, the longer you have to reach your goal, the greater risk you can take with investments. This seminar explores the growth potential of small-, mid-, and large-cap stocks and the risks involved with each.

INSURING WHAT MATTERS MOST: PROTECTION FOR EVERY ASPECT OF YOUR LIFE
Most people plan their life activities and goals around their current income and quality of life. But what happens if something alters that reality? This seminar looks at ways to protect the life you want from detours and larger misfortunes.

HELPING YOU PLAN FOR A NEW RETIREMENT
This seminar helps clients and prospects envision an ideal retirement and assess their needs. It also outlines risk-management and tax-management strategies for retirement.

CHARTING A PATH TO YOUR FINANCIAL FUTURE
Do you know how to determine your net worth? Have you thought about how much cash you need on hand for a financial emergency? What is the state of your financial life?

MAKING THE MOST OF YOUR SUCCESS: INVESTMENT PLANNING STRATEGIES
Topics covered are advanced investment planning issues, risk/reward, asset allocation, and alternative investments. If the attendees are more interested in investments this would be appropriate.


FAMILY LAW LEGAL ISSUES
Designed to provide guidance on selected family law issues that will prepare employees to face family challenges. This seminar will cover topics of divorce, legal separation, child custody and visitation allowing you to consider your options and take the first steps toward resolving family law issues.

WILLS, TRUSTS & ESTATE PLANNING
This seminar provides an overview of documents everyone should have in place to protect and assist their family in solving a variety of estate planning issues. Estate Planning will allow you to consider alternatives for, to think through, and to set up legally effective arrangements that would meet your specific wishes if something happens to you or those you care about.

ELDERCARE ISSUES
Preparing you or your parents for their legal issues is critical. This seminar will discuss the importance a Living Will and what your parents should have to secure their assets and meet their specific needs. It combines elements of Estate Planning, Wills and Trusts and HealthCare planning issues facing our parents.

STEPS TO BUYING OR SELLING A HOME
Before buying a house, understand the process, and avoid costly mistakes. Learn what an offer is, what effect does the Real Estate Purchase Agreement have and understand all of your rights and responsibilities.

IDENTITY THEFT
Identity Theft in the United States is rising and is currently ranked the nation’s top consumer fraud complaint. Furthermore the Federal Trade commission (FTC) receives thousands of complaints yearly surpassing all other categories of complaints. This workshop will uncover how identity theft occurs and how to prevent identity theft.