Seminars

Financial Health 101 - The Basics of Personal Finance ($40 per person)

Date

Area

Location

July 22nd, 6:30 - 8:30pm

Philadelphia, PA - St. Joseph's University

September 23rd, 6:30 - 8:30pm

Philadelphia, PA - Center City

The Latham Hotel

November 25th, 6:30 - 8:30pm

Philadelphia, PA - Center City

The Latham Hotel

Financial Health 101 Course Description
I. How and Why Should We Build Wealth? II. Financial Goal Setting        A) Priorities Assessment        B) Tactical Goal Setting III. Credit Score and Reports IV. Debt        A) Great Debt, Good Debt, Bad Debt        B) What Next?        C) Plan of Attack V. Wealth and Investing        A) What are Investing, Inflation and Compounding?        B) Determine Your Investment Goals        C) Major Types of Investments        D) Diversification and Asset Allocation        E) Mutual Funds        F) Invest for Retirement        G) Retirement Readiness Check        H) Financial Advisors

Home Buying 101 ($40 per person)

Date	Area	Location
July 1st, 6:30 - 8:30pm	Philadelphia, PA - St. Joseph's University

Home Buying 101 Course Description
I. Getting Ready to Buy        A) Assess Your Readiness to Buy        B) Get Your Financial House In Order        C) What Can You Afford to Buy        D) Why Home Prices Rise and Fall II. Financing Your Home        A) Selecting a Mortgage        B) Mortgage Details III. Property, Players and Prices        A) Where and What To Buy        B) Your Real Estate Team        C) What Is It Worth? IV. Let The Game Begin        A) Negotiating To Get What You Want        B) Protecting Your Home

Basics of Investing - Stocks, Bonds, Mutual Funds ($40 per person)

Date	Area	Location
June 10th, 6:30 - 8:30pm	Philadelphia, PA - St. Joseph's University

Basics of Investing Course Description
I. Investing Fundamentals        A) Get Your Financial Life Together Before You Invest        B) What Kind of Income Are You Working For?        C) Examining Your Investment Choices        D) Determine Your Investment Goals        E) Analyzing Risk II. Building Wealth with Stocks        A) Defining “The Market”        B) How Do Stocks Make You Money?        C) Understanding Stock Prices III. Exploring Bonds        A) Bond Fundamentals        B) Understanding Bond Prices IV. Selecting Mutual Funds and Putting a Plan Into Action        A) Keys to Successful Fund Investing        B) Asset Allocation        C) Tax Benefits of Retirement Accounts        D) Buying Funds from the Best Firms

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