Printer FriendlyEducational Seminars and Workshops:
To help you stay on top of your financial planning and the constantly evolving financial world, we offer educational financial seminars on most retirement 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 seminars at no cost and we often provide food 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:
- Trends in Retirement.
- Where You Are Now and Immediate Actions to Take?
- Long-Term Retirement Resource Maximization.
Seminar Schedule / Calendar of Events for the Next Twelve Months
Dates subject to change.
| August | 11th | Seminar: What's Your Number? | |
| 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 | 12th | Seminar: Wealth Management and Strategies |
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| 26th | Event: Annual Tennispalooza 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 | 12th | 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 | 10th | Event: Thanksgiving Client Appreciation Night with Carolina Hurricanes Ice Hockey - Bring a Friend for fun and raffle prizes! | |
| 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 2011 Market Outlook |
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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. If spring and summer arrive and you're still paying interest on last year's gifts, then the cost of those items will continue to rise. Try to pay more than the minimum monthly payment if you cannot afford to pay the entire bill immediately. |
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| 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. |
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| March | 12th | Seminar: Living Legacy |
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| 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 | 21st | Seminar: Retirement Strategies for Women -Because women live longer than men, we will cover "Three Strategies for Long-Term Care" |
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| 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 8-Year Anniversary on Cinqo De Mayo. | |
| 11th | 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 | 23rd | 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 | 28th | Seminar: 2010 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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