Financial Planning Series

***PAST 2011 EVENTS LISTED BELOW*** PLEASE CHECK BACK FOR FUTURE EVENTS

Join us every other Monday beginning September 12th for Peak Wealth Advisors' Financial Planning Webinar Series hosted by Helen Sipsas, a CERTIFIED FINANCIAL PLANNER™ practitioner. These information packed 30 minute presentations followed by interactive Q&A sessions will help you make sense of the seemingly complex world of financial planning and set you on track towards financial success!

SEPTEMBER 12TH
PLANNING YOUR FINANCIAL FUTURE
Financial Planning? What it is and who needs it? The Financial Planning Process – committing to the task, developing goals and setting priorities, assessing resources, developing and incorporating strategies into an overall plan, putting the plan into effect, monitoring and evaluating results.

SEPTEMBER 26TH
BUDGETING 101
What is a budget? Reasons to establish a budget, How to create and stick to a budget? What is a realistic budget? Evaluating income sources, fixed and variable expenses, learn techniques to reduce expenses.

OCTOBER 10TH
RETIREMENT PLANNING
This is not your parent’s retirement – there is greater dependence on personal savings, fewer pensions, uncertain Social Security, and longer life expectancy; How to prepare? Learn saving options and how much to save? and how to avoid the 7 most common 401(k) mistakes?

OCTOBER 24TH
KEYS TO BECOMING A SMARTER INVESTOR
Information about investing and investing concepts, How investing fits into an overall financial plan? General investing strategies and how to become a well informed investor?

NOVEMBER 7TH
PLANNING FOR THE COSTS OF HIGHER EDUCATION
Sources of college funding, financial aid, and how much to save? Saving techniques, investment choices, prepaid tuition plans, 529 college savings plans; Options when time is short.

NOVEMBER 21ST
ESTATE PLANNING BASICS
Benefits of estate planning, Why we put it off? Estate taxes – important, but not the primary consideration; The Basic 4 – Will, Financial Durable Power of Attorney, Living Will, Durable Power of Attorney for Health Care; Tools and strategies- trusts, ownership of assets, insurance, gifts.

DECEMBER 5TH
HOW INSURANCE FITS INTO YOUR FINANCIAL PLAN
The importance of having appropriate insurance; How to evaluate and purchase insurance wisely? Insurance needs for different life stages – "Young and Single", "Newly Married", "Proud Parents", "Empty Nesters", "Retirees"; Disability, Life, Homeowner’s, and Long-Term Care Insurance.