Educational Seminars
Seminars
Available From The Partners Network
When
you participate in one of the many financial management seminars
and workshops available from The Partners Network, you will
feel confident in the expert knowledge, education and support
available from our trusted representatives. These seminars
can be presented in conjunction with your club, association
or organization’s monthly meeting or if you are a business
owner or professional, these workshops can be presented at
your place of business.
Each
presentation will be customized to your specific group’s needs
and schedule.
Each
presentation will feature:
- Education
materials that includes a flyer, direct-mail letter, postcard,
invitation and email message
- Interactive
educational workbook
- 1-hour,
2-hour or 6-hour comprehensive seminars to select from
- Evaluation
form
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Charitable
Giving
This
presentation is designed to educate you and the
members of your organization about the benefits
of planned giving. We’ll discuss the basics of charitable
giving, address several gifting strategies, and
look at a few real-world examples that show these
strategies in practice
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College
Funding
During
this presentation, we’ll focus on four steps to
help fund a college education for your children
or grandchildren. We’ll also evaluate the different
funding sources-some of which you may already be
aware, as well as others you may not have considered.
The presentation concludes with a countdown to college
and what you and your student can do during the
high school years to prepare for college.
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Estate
Conservation
This
presentation focuses on the key fundamentals of
estate conservation. Basic distribution techniques
used for dividing your assets among heirs as well
as some strategies that can give you and your heirs
additional privacy and protection will also be discussed.
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Income
for Life
This
presentation is designed to help you plan an income
for life so that you will not outlive your retirement
savings. We will review critical topics and address
some important tax considerations as well. We’ll
also look at trends, strategies, and case studies
that illustrate some of the opportunities that can
benefit you.
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Long-Term
Care
This
presentation is designed to help you plan for long-term
care so that you can help protect your assets and
preserve your dignity throughout your retirement
years. We’ll address a few common misconceptions
that keep people from taking the necessary steps
to protect themselves and their finances and we’ll
discuss planning options for obtaining long-term
care and its benefits. The presentation concludes
with a discussion of the various attributes you
should look for when choosing a long-term care insurance
policy.
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Complete
Financial Management Workshop
This
complete financial management workshop discusses
six key areas of personal financial management:
risk management, cash management, investment planning,
tax management, retirement planning, and estate
conservation. This presentation can be focused on
a particular area of financial management or a custom
workshop can be created to meet the specific needs
of your organization and its members.
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Taking
Control-A Financial Management Workshop for Women
Taking
control of your finances include a broad range of
issues that men and women alike must deal with to
help ensure a more secure financial future. In this
presentation, we’ll discuss six key areas of sound
financial management, starting with cash management
and continuing with risk management, investment
planning, tax planning, retirement planning, estate
planning, or other financial concerns. This presentation
can be customized to meet the specific financial
needs of the members of your organization.
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Your
Enterprise-Financial Management for Business Owners
and Professionals
Every
aspect of this presentation is designed to help
business owners and professionals with key issues
that impact their business such as: risk management,
employee benefits, retirement plans and considerations,
business continuation, investment management, and
estate conservation. This presentation can be customized
and presented to organizations, professional associations,
trade groups, through adult education programs at
colleges and universities, and to individual business
owners, professionals and self-employed individuals
in the community.
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