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Event Details
What is your relationship with money? An interesting question that will be explored in this interactive, informative and yet entertaining workshop. You will learn how to approach your finances in a meaningful way that will help build your financial confidence. Practical steps will help guide you towards a more balanced approach to your current and future financial needs. You will leave this workshop with real actionable ideas for improving your financial peace. Topics will include:
- It’s not your grandparent’s world anymore— exploring your financial situation
- Retirement outlook – am I saving enough? Am I protected?
- Education Planning
- The most tax efficient transfer of wealth during life and at death
- Examining the need for disability insurance and the “it will never happen to me” myths
- Asset allocation – how much and what do I invest in
- Turbulent markets – how to cope
- Life insurance – what to own and how much do you really need
- De-stressing your life by having a financial plan
Linda Lane, Financial Planner with the First Financial Group/MassMutual, has more than 25 years of business and industry experience. She introduces financial planning, portfolio management and insurance to individuals, families and businesses. In her relationship-based approach to financial planning, she has help numerous business owners and professionals reach their goals. Linda, a serial entrepreneur, is the founding mother of The Old Girls’ Network, a 300+ member networking organization, the financial columnist for Girlfriendz Magazine, and a sought-after keynote speaker throughout the Delaware Valley. She is a longtime Cherry Hill resident where she resides with her husband, 3 sons, and Spike, the Wonder Dog.
When & Where
Transformations - New Jersey
2301 Evesham Road (The Pavilions)
Suite 109
Voorhees,
NJ 08043
Tuesday, May 13, 2008 from 7:00 PM to 8:30 PM (ET)
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Hosted By
Transformations
Transformations is the Greater Delaware Valley’s premier Holistic Learning Center with the vision to help individuals, families and communities actualize their highest potential while contributing to the greater good.
