Getting It & Keeping ItA PERSONAL MONEY MANAGEMENT WORKSHOP
What You Will Learn:
This discussion is designed for those closing in on their retirement years. We touch on the particular problems associated with the “Conservation Phase” of life and provide some insights into the changes necessary to succeed during this period.
…judging by our employee’s enthusiastic responses, your seminar was very well received.By NICOLE VALENTI, VP CREDIT UNION MARKETING/DEVELOPMENT AT NATIONAL SEMICONDUCTOR.
THE MAP WITHDRAWAL CONCEPT
THE ART OF SPENDING DOWN
THE STOCK PARADE
QUALIFIED ACCOUNTS – THE 2ND HALF