AUGUST 2017 SEMINAR:
CARE & FEEDING OF TRUSTS
WITH C. DAN CAMPBELL, ATTORNEY AT LAW
ASSURE THE SAFETY OF YOUR ASSETS,
BOTH INSIDE AND OUTSIDE YOUR TRUST
WITH GARY SILVERMAN, CFP AND INVESTMENT ADVISOR REPRESENTATIVE, MICHELLE KUEHNER
August 31, 2017
6 P.M. TO 8 P.M.
RSVP TO: TINA@PERSONALMONEYPLANNING.COM OR CALL 940-692-6885
Real World Investing
Are you ready to discover what it takes to reach your personal financial goals—for real?
Certified Financial Planner ®, Gary Silverman, will guide you through the basics of the investing process in this course. Using his book, Real World Investing: A Sensible Approach from the Guy without the Tie, Gary will teach you how to create an investment strategy tailored to your situation, what you need to understand about risk, ways to create a healthy portfolio, and how to begin preparing for retirement.
Call the office (940-692-6885), drop us a line, or watch our newsletter for more information regarding the next course dates.