• 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

      

Summer is here and almost gone already!  We hope you all survived our summer storms this past week!  July is gone, but not forgotten.  Susan, John, Kris and Tony all traveled Asheville, North Carolina to attend a week long seminar/training event.  It is one of the many educational opportunities Money Concepts offers througout the year. 

Our “Tuesdays with Money Concepts” seminar series has been a success.  We have been very pleased to see those who have taken the time to come.  Our last seminar will be Tuesday August 25th at 7pm.  It is called Putting the Pieces Together.  You will learn the four major components of a comprehensive financial plan, and how to assemble them to fit your needs.