Archive for the ‘Money Concepts’ Category
Money Concepts Newsletters
The latest versions of the Money Talks Newsletter are now available for download:
- Even in Tough Times, Grandparents Can Still Help Their Grandkids Get a Good Financial Start
- How Late-Life Marriages and Remarriages Require Unique Financial Planning
- How Your Personality Affects Your Financial Decision-Making
- Too Rich for a Roth? In 2010, That’s Going to Change
Posted in Announcing Our Summer Seminar Series
TUESDAYS WITH MONEY CONCEPTS
You are invited to join us alternate Tuesdays throughout the summer for an ice cold lemonade and a thirty minute workshop on a Timely Financial Topic that matters to YOU:
June 30: Life Insurance:
It’s more important than ever to be sure you have the right coverage. But how much is enough? What’s right for you? Is your employer’s plan good enough? How will you know if you’ll be “self insured” when your policy expires?
July 14: Taking Control of Your Financial Future:
Are you “Madoff Proof”? Do you really know what’s in your 401(k)? Is your retirement account on track to do what you need it to do?
July 28: Drawing Income From Your Retirement Savings:
Investing for income is different from investing for growth. Especially now. What options are available? How has the landscape changed?
August 11: 401(k) Rollover Options:
When leaving an employer, you have 4 basic options for your 401(k). Learn the implications of each and why one may be better for you than the others. Learn how “In Service Distributions” may help you secure your retirement.
August 25: Putting The Pieces Together:
Learn the four major components of a comprehensive Financial Plan, and how to assemble them to fit your needs. TV, radio, and newspaper advice may not work for most of us. Learn what a Financial Professional has to offer that may help benefit you.
Workshops begin promptly at 7:00 PM
At the offices of Thornapple Financial Services at
4695 N. M-37 Highway, Suite C
Middleville, MI 49333
Call (269)795-3387 with questions!
Announcing Our
Summer Seminar Series:
TUESDAYS WITH MONEY CONCEPTS
You are invited to join us alternate Tuesdays throughout the summer for an ice cold lemonade and a thirty minute workshop on a Timely Financial Topic that matters to YOU:
June 30: Life Insurance:
It’s more important than ever to be sure you have the right coverage. But how much is enough? What’s right for you? Is your employer’s plan good enough? How will you know if you’ll be “self insured” when your policy expires?
July 14: Taking Control of Your Financial Future:
Are you “Madoff Proof”? Do you really know what’s in your 401(k)? Is your retirement account on track to do what YOU need it to do?
July 28: Drawing Income From Your Retirement
Savings:
Investing for income is different from investing for growth. Especially now. What options are available? How has the landscape changed?
August 11: 401(k) Rollover Options:
When leaving an employer, you have 4 basic options for your 401(k). Learn the implications of each and why one may be better for you than the others. Learn how “In Service Distribu- tions” may help you secure your retirement.
August 25: Putting The Pieces Together:
Learn the four major components of a comprehensive Financial Plan, and how to assemble them to fit your needs. TV, radio,
and newspaper advice doesn’t work for most of us. Learn what does a Financial Professional have to offer that will benefit YOU?
Workshops begin promptly at 7:00 PM
At the offices of Thornapple Financial Services at
4695 N. M-37 Highway, Suite C
Middleville, MI 49333
Call (269)795-3387 with questions!