FocusOn Workshops

Available Seminars & Workshops Provided by Affiliated Financial Group

Financial Management

You may not realize it, but you will receive a fortune during your lifetime from earned income alone. We find that many people have lost control of their financial situation because they get sidetracked by obstacles that can impede financial success like of direction, debt, inflation, and taxes.  Without a coordinated, it can be difficult to build an effective investment portfolio that meets your financial needs.  You will need to evaluate each investment in the context of your overall objectives.  Then you can apply specific principles and techniques when you’re building your retirement fund, saving for your children’s education, saving for a new home, investing after retirement, or saving for any other financial goal.

Retirement

The amount of money you will need in order to live comfortably throughout your retirement depends on a number of factors specific to your personal situation, retirement age, length of retirement, health-care needs, inflation, and lifestyle.
 

Retirement Investment Strategies

To help achieve financial success during retirement, you must address four critical concerns – taxes, inflations, investment portfolio management, and outliving your retirement income. Your investment objective is to protect what you have, grow your assets, and generate income.  The two things you will need to look at is time frame, and risk tolerance for you investments.
 

Estate Conservation

Your estate is simply all the wealth you have accumulated during your lifetime – including real estate, stocks, bonds, business interests, retirement plans, personal effects, and anything else you own.  Estate conservation involves all the preparations necessary to accomplish two goals – manage assets during your lifetime, and distribute assets upon your death.