The seminar/workshop is broken down into 3 parts:

  Part 1 - Live

• Maximizing your income sources
• Tithing - Why?  How?  When?
• Creating a buffer with savings
• Breaking free from Debt 
• Insurance - Which type to buy and how to determine how much you need
• Building a future - How to get started with investments
• Wills & other legal documents to protect your family

  Part 2 - Thrive

• Retirement Planning
• How to grow your investments without losing your shirt
• Retirement income - How to turn your investments into highly predictable income
• Using Tax Planning to save you money

  Part 3 - Give

• Protecting family relationships - How to give good gifts
• Advanced Estate Planning issues
• Strategies to maximize the impact of your financial legacy

If you register in advance, we will send you two inventory worksheets that will help you gather information you will use during the workshops.  Having this information available at the seminar will enable you to better use the tools that will be presented.  Pre-registration is not required for this event, but having the inventory worksheets completed prior to the event will be very valuable to you.

Register now!

About Irving Financial.