Printer FriendlyEducational Seminars and Workshops:
Recommend This PageTo help you stay on top of your financial goals and the constantly evolving financial world, we offer educational seminars on most retirement planning topics. We also offer group or company-specific seminars and individual family-education sessions. Please do not hesitate to request a session customized for you or your group. We provide most of our one-hour local seminars at no cost, and we often provide food, drink, and/or door prizes to make them not only educational, but also fun. Please bring a friend!
Each month, we also offer a broad-based seminar entitled "Meeting the Retirement Challenge" with a different focus covering three areas:
- Today's Trends in Retirement Planning.
- Where You Are Now and What Immediate Actions Can You Take?
- How to Maximize your Long-Term Retirement Resources?
In the workshops we often touch on the Five Fundamentals of Financial Fitness (we can go to any level of detail desired by the group):
- Cash Flow
- Insurance
- Tax-Smart Investing
- Real Estate and Debt
- Estate Planning
Seminar Schedule / Calendar of Events for the Next Twelve Months
Dates subject to change.
| February | 11th |
Event: Annual Valentine Vegas Gala benefiting Junior Achievement | |
| Financial Thought of the Month: Consider getting tax-related documents ready ahead of time to avoid a last-minute rush. Make sure that you have received all necessary paperwork from your employer and your financial institutions. Gather receipts that can document tax deductions. Remember to max out contributions for which you qualify to SEP, Traditional and Roth IRA's that you can afford. |
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| March | 2nd | Seminar: We're doing several private corporate educational seminars this month - contact us now to schedule one for your group at no cost to you. | |
| Financial Thought of the Month: Review your retirement plan, insurance policies, and other financial accounts to make sure your beneficiary designations are correct. Make changes if necessary. Note that if you are married and participate in an employer-sponsored retirement plan, you are required to name your spouse as your beneficiary. If you desire to designate someone else, your spouse is required to consent in writing. |
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| April | |||
| Financial Thought of the Month: If you don't have a will, consider contacting an estate planning attorney to start the process of creating one. If you do have a will, determine whether any revisions are necessary. |
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| May | 5th | Event: LLG Financial 9-Year Anniversary on Cinqo De Mayo. | |
| 17th | Seminar: Roadmap to Retirement |
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| Financial Thought of the Month: Review memberships, premium cable channels, and other discretionary items to determine whether they are being used on a regular basis. For those that are not being used, consider cancelling and allocating this money to more productive areas. |
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| June | 20th | Seminar: Strategies for a Sustainable Income in Retirement |
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| Financial Thought of the Month: Warmer weather prompts many households to plan a vacation. Determine whether you could enjoy an affordable vacation near your home, a getaway during the off-season, or a "staycation" where you plan something pleasant locally. |
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| July | 26th | Seminar: 2012 Mid-Year Outlook. | |
| Financial Thought of the Month: Make sure you have adequate emergency savings that you can access for medical bills, home repairs, a period of unemployment, or another unexpected event. Many financial planners recommend keeping between three and six months' worth of income on hand. |
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| August | 17th |
Seminar: Retirement Planning for Small Business Owners | |
| Financial Thought of the Month: Consider reducing transportation expenses by working at home periodically (if you can), carpooling with a coworker, or taking public transit if it is available. When maintaining a vehicle, practices such as keeping your tires properly inflated, being mindful of sudden stops and starts, and driving within the speed limit on highways can result in better gas mileage. |
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| September |
26th | Event: Annual Tennispalooza/Bowl-A-Thon to benefit Junior Achievement, sponsored by LLG Financial. | |
| Financial Thought of the Month: If you live in a colder climate, a programmable thermostat, new windows or doors, and other improvements may help reduce wasted energy. Certain improvements may qualify for utility company rebates, which reduce your out-of-pocket cost, or tax credits. |
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| October | 28th | Seminar: Re-Engineering Your Retirement. | |
| Financial Thought of the Month: Set a budget for year-end holiday gifts. You can economize by buying on sale, purchasing fewer gifts, or participating in group gifts with other family members. |
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| November | 5th | Event: Annual Bowl-A-Thon to benefit Junior Achievement, sponsored by LLG Financial. | |
| Financial Thought of the Month: Consider scheduling a year-end review with your financial advisor. As part of the discussion, determine whether your investments reflect your risk tolerance and time horizon. Ask your advisor how you can make changes if necessary. |
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| December | 1st | Seminar: Great Expectations | |
| Financial Thought of the Month: Determine whether you are on track to invest as much as you can afford for retirement. If you are not investing the maximum permitted by your employer-sponsored plan or your IRA, consider whether you can afford to increase your contribution for the following year. Consult your financial advisor about whether you are on track to invest as much as you will need for living expenses during your later years. If not, consider strategies that will help you save more. |
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| January | 26th | Seminar:New Year 2012 Market Outlook - 2011 Outlook Slides |
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| Financial Thought of the Month: Pay off any holiday season credit card bills as soon as the charges show up on your monthly statement or else the cost of those items will continue to rise. Next attack your other resolutions like refinancing any item billed to you periodically. Lastly attack those additional financial resolutions like updating your estate planning! |
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New Year 2011 Market Outlook: View Slides Here
Neither bulls nor bears as the economy and the markets will be range-bound in 2011. Bound by economic and fiscal forces that will restrain and not reverse growth, we believe the markets will provide modest single-digit rates of return.
In 2011, business leaders, policymakers, and investors will play important roles in shaping the investing environment.
Please join me for an in-depth appraisal of the economic, capital market, geopolitical and policy-oriented developments likely to impact portfolios next year.
Alternative strategies will be discussed. Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, potentially illiquidity. There is no assurance that the investment objective will be attained.
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