IEEE

IEEE PACE & GOLD: Financial Management Workshop

IEEE SCV PACE: Financial Management Workshop

Organized by: IEEE SCV PACE and GOLD

Eventbrite registration:

http://scv-gold-financial-planning.eventbrite.com/

(limited seats)

Event Time: March 6, 2013 ( Wednesday), 6:00 PM – 8:00 PM (PT)

Venue:

Qualcomm,

3165 Kifer Rd, Santa Clara, 95051

 

Speakers

Quang Do and JP McDermott

San Francisco Bay Area Insurance Agency, Inc.

MassMutual Financial Group

 

Abstract

Research has shown that the vast majority of millionaires are fastidious planners, budgeters, and investors. They set a goal, make a plan to reach that goal, then work hard to make it happen.

We want to show you how to develop a sound financial strategy — one that covers all the financial bases, from insurance to investing to estate conservation. At this educational presentation, we will discuss:

  • Ways to help your money work smarter and harder for you
  • How to estimate the amount of insurance protection you may need
  • The true cost of credit-card debt
  • Three critical components of a sound investment plan
  • Steps you could take to help manage taxes and potentially increase your net worth
  • How to calculate how much money you may need to retire
  • Important estate conservation strategies

Everyone who attends will receive a wealth of information — including games, exercises, and answers to questions that could help assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for a complimentary consultation.

Please note:  Pizza will be provided for a suggested donation of $1.50/slice to IEEE SCV GOLD and PACE

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