Please join Ryan Fox, Drew Tignanelli, and Roger Bair of the Financial Consulate for a discussion about this extremely current and important topic.  This Lunch and Learn is for anyone interested in their own finances or in helping their coworkers/employees to be more productive.

Statistics show that employees who manage their finances well are the most productive employees.  In 45 minutes, Drew Tignanelli, CPA CFP® will pinpoint the top ten most common mistakes he has discovered in reviewing well over 1,000 families personal finances over his 32 year career.  In addition, Drew does a weekly talk radio show on WCBM 680 AM in Baltimore, MD and has answered hundreds of listener questions since he began the show in 2007. 

In 45 minutes you may learn a mistake that you are making that could save you hundreds or thousands of dollars per year. Key topics discussed will include: knowing if your advisor is working for your best interest, understanding your cash flow, debt, buy and hold or not, insurance issues, estate planning, company benefit maximization, and setting goals. The Financial Consulate is a fee-only firm and has no products to sell you.  Drew does these seminars solely to educate the public about the benefits of professional fee-only financial advice and why the financial sales model needs to become a relic of the past.

For additional information, to provide your questions in advance or to have us present a seminar to your employees, please email Ryan at RFox@financialconsulate.com or call 717.334.1861.  The Financial Consulate is a fee only investment management and financial planning firm located in Gettysburg and Hunt Valley, Md.  The firm’s mission is “to help our clients lessen the worry and burden of money management so they have more time to spend building relationships.” www.financialconsulate.com