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.  

Tuesday, May 13, 2008 from 07:00 PM - 08:30 PM (ET)

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Transformations - New Jersey
2301 Evesham Road
Suite 109
Voorhees, NJ 08043

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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.

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