Legacy Financial Planning University
Legacy Financial Planning University consist of a variety of financial educational seminars. These seminars are designed to help individuals understand, make better financial choices, and prepare for the future. Legacy Financial Planning University is ideal for groups or as part of a corporate benefits package. If you are interested in learning more or would like to bring this to your place of employment, click here and provide your contact information or your Human Resource Manager's contact information.
Legacy Financial Planning University topics include:
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Beneficiary Designations - Don't Leave Your Legacy to Chance
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IRA Beneficiary & Stretch - Create A Legacy Over Multiple Generations
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IRA Choices - Traditional vs. Roth - What Benfits You The Most
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IRA Rollover - Understand Your Options for Changing Jobs or Leaving a Job
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Getting The Most From Social Security - Understand Your Benefits and Options
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Retirement Income Planning - Making Your Money Last
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Successful Retirement - Plan For Prosperity
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Protect Yourself From Identity Theft - Be Proactive
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Women, Money and Power - The Changing Roles of the Family Chief Financial Officer
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Women In Transition - For Divorcees
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Women in Transition - For Widows
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Learning About Estate Planning - The Importance of a Good Estate Plan
These topis are continually being updated as well as adding new topics
"Wisdom is the principal thing; Therefore get wisdom. And in all your getting, get understanding."
Proverbs 4:7
Help yourself and those you care about, contact us today
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