Getting It & Keeping It

A PERSONAL MONEY MANAGEMENT WORKSHOP

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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.

 

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TOPICS INCLUDE:

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  • THE MAP WITHDRAWAL CONCEPT

  • THE ART OF SPENDING DOWN

  • THE STOCK PARADE

  • QUALIFIED ACCOUNTS – THE 2ND HALF

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