If you are associated with an organization that may benefit from knowing more about some aspect of financial planning, contact us today. Reason Financial Advisors, Inc. provides a series of free seminar and workshops on a wide range of personal financial planning topics to not-for-profit groups subject to availability. All of our presentations are educational in nature and can be customized based on the audience. Below are some of the sessions available.
- Five Steps to Financial Independence (Ideal for recent graduates)
- Principals of Asset Allocation
- How to Avoid Identity Theft
- U.S. Savings Bonds: The forgotten Investment
- What to Look For in Selecting Mutual Funds
- Recordkeeping – How to Organize your Financial Life
- Preparing your Portfolio for Retirement
- Education Planning: How do I get started
Please call us at (847) 205-9501 or email us at info@reasonfinancial.com
Patrick L. Doland's Curriculum Vitae and Speaker's Introduction