Available Venues
Social Organizations
Corporate Education
Location
TBD
Dates/Time
TBD
All sessions: 2 hours
Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future.
We want to show you how to develop a comprehensive financial strategy — one that covers all the financial bases, from insurance to investing, to retirement planning and estate conservation. During 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 full-color, 20-page workbook on financial management. This resource contains a wealth of information — including exercises and questions that could help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
The workshops and insurance sales presentation are for informational purposes only. Neither Horizon Wealth Strategies, LLC, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Mark D. Olson, Irene Stolte, Michael A. Ferrara are Financial Advisers offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 21 Maple St., Somerville, NJ 08876 & 379 Thornall St., 8th Floor, Edison, NJ 08837.