More Than Money For Women Workshop Dates:
A fun and empowering workshop on investing for women.
Topics include: retirement planning, estate planning, insurance, asset allocation, college education planning and MUCH MORE!
- Monday, September 29, 2008 at 5pm-6:30pm OR
- Tuesday, October 14, 2008 at 5pm-6:30pm OR
- Friday, November 14, 2008 at 11:30am-1:00pm OR
- Tuesday, December 9, 2008 at 6:00pm-7:30pm OR
- Monday, January 19, 2009 at 5:00pm-6:30pm OR
- Wednesday February 11th, at 11:30am-1:00pm OR
- Wednesday, March 18, 2009 at 5:00pm-6:30pm
LOCATION: Strategic Financial, Inc., 15600 35th Ave North, Suite 101, Plymouth,
MN 55447
There is no charge to attend but reservations are required. RSVP at
763-231-9500 or www.HelpingYouInvest.com
Helping You Invest Monthly Luncheon Dates:
When: Every 2nd Wednesday at 11:30am - 1:00pm
Where: Strategic Financial, Inc. 15600 35th Ave N Suite #101 Plymouth, MN 55447
Come join us for lunch and to talk about money! Topics and Dates are:
- November 12, 2008: How to talk to your kids about money
- December 10, 2008: What Every Woman Should Know About Money
- January 7, 2009: Women and Insurance: What You Need to Know
- February 11, 2009: Common Mistakes Business Owners Make
- March 11, 2009: Money and Success
RSVP: No fee to attend, however reservations are required. Please call
763.231.9500
or go to www.HelpingYouInvest.com
Money Questions Workshop Dates:
There is no such thing as a dumb question when it comes to your money! Have you
ever wanted to ask a question about your money but thought it wasn't a good
question? Well, here is a workshop to help answer all your questions about your
money.
- Monday, October 20, 2008 at 5pm-6:30pm OR
- Wednesday, November 12, 2008 at 5pm-6:30pm OR
- Friday, January 23, 2009 at 11:30am-1pm OR
- Tuesday, February 17, 2009 at 5pm-6:30pm
Where: Strategic Financial, Inc. 15600 35th Ave N Suite #101 Plymouth, MN 55447
RSVP: No fee to attend, however reservations are required. Please call
763.231.9500 or go to www.HelpingYouInvest.com
Job Changes and Your Retirement Assets:
Did you know that the average American changes jobs once every four years? The result is that you may have several retirement accounts with a number of different employers and financial providers. And in many cases, this money can be left stagnate in invests that aren't geared to your specific goals.
If your retirement assets are all over the map, it may be time to pull things together. This can be very easy if you consider working with a financial advisor to roll your assets over into one, professionally managed account.
The topics to be covered in this seminar include:
*Understanding your retirement options
*Ways to invest your money after you change jobs *Making the most of tax-advantaged accounts
Host: Randy Asmus, LPL Investment Executive
When: Wednesday, December 3, 2008 from 6:00PM-7:00PM
OR Saturday, January 10,
2009 from 10:00AM-11:00AM
Where: Strategic Financial, Inc. Conference Room 15600 35th Ave North, Suite
101 Plymouth, MN 55447
Seating is limited. Please register at www.HelpingYouInvest.com or call 763-231-9500 today to reserve your space.
These Are Your Power Years: Make Them Count
A seminar that's about you. Your retirement, your way.
A preview of tomorrow's possibilities: A workshop on money for baby boomers.
You don't want to miss this information for baby boomers!
Host: Randy Asmus, LPL Investment Executive
When: Tuesday, January 13, 2009 from 6:00PM-7:00PM OR Saturday, February 14,
2009 from 10:00AM-11:00AM
Where: Strategic Financial, Inc. Conference Room 15600 35th Ave North, Suite
101 Plymouth, MN 55447
No charge to attend but reservations are required. Please register at
www.HelpingYouInvest.com or call 763-231-9500 today to reserve your space.
STRATEGIC FINANCIAL, INC will be hosting a free seminar with Allianz entitled "Look Beyond Uncertainty." We will cover Retirement Uncertainties: the questions you are facing and the uncertainty of potentially outliving your retirement assets. If you are looking for a answers to your money questions call us to register at 763-231-9500. Variable Annuities will be discussed in detail at this presentation. It's free but you need to register at www.HelpingYouInvest.com or call Strategic Financial at 763-231-9500. Space is limited!
Where: STRATEGIC FINANCIAL, INC
Conference Room
15600 35th Ave North, Suite 101
Plymouth, MN 55447
Dates: Monday, January 26, 2009 OR Tuesday, February 3, 2009
Time: 5:30pm-7:00pm
Host: Nicole N. Middendorf, CDFA (Strategic Financial, Inc.) and Ben Bergherr
(Allianz)
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