Educational Workshops & 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

 

      Best Suited For:                            Seniors  |Boomers |Gen X & Y

Savvy Social Security Planning

What baby boomers need to know to maximize retirement income

      

Lessons for life

Review 10 basic and vital financial concepts with your children's future.

  

10 proven strategies to help secure your financial future

This seminar focuses on sound financial management.

Invest in yourself Address female's distinct long-term needs and help make their money work extra hard.  

Is A Roth IRA conversion right for you  
Helps you discover the opportunities that may exist in converting to a Roth IRA

 

10 Common IRA Mistakes Help you avoid 10 common mistakes when it comes to your IRAs.

Future Planner Prepares you for what you really want to do in your retirement years.  

 
Roll With It
Help you learn what to do with your retirement savings when you change jobs		  

Retirement planning for the self-employed business owner
Teach business owners about solo 401(k) 		 

Where do we go from here?  
Help answer key questions on future planning and goals. 		 

Staying optimistic in a  volatile market  Addressing common concerns you might have about the stock market

History lessons Teach you about the essentials of paying attention to full stock market cycles and historical performance  

The successful investor
Offers core investment education such as maximizing investment options and monitoring a portfolio over time		  

 

For more information, please contact your representative or our firm so we may assist you.