THOMAS-WADDELL & Associates is proud to offer many knowledge building financial seminars to both the general public and our valued clients. Contact us today for more information or to sign up for any seminar.
504.456.6464 or 1.800.314.3860
clientservices@thomaswaddell.net
College Financial Aid Planning
The price of college is rising every day and is not likely to level off soon. Many times a family's income is too high for loans and/or grants but insufficient to fully pay for college. A complete understanding of both the financial aid process and savings options is critical for every parent and child. With the help of a well structured financial plan, college can be a reality for every child. This seminar helps the parent understand the financial aid process and provides insights into aid eligibility, savings plans, an educational rewards program and other strategies. The seminar will help ensure that every child gets the opportunity that he or she deserves. The next FREE seminar is TBA. RESERVATIONS ARE REQUIRED, call today.
Investment Fundamentals
This course provides inexperienced investors with basic information that will help them start an effective investment program. Participants will learn the fundamentals they need to begin investing for financial success. Case studies will highlight the benefits and goals that can be achieved with sound investment strategies. This course is open to the general public and is held every six weeks. Check back for the next meeting date.
Focus On: Financial Management
This course is a dinner seminar that builds on the principles laid out in its prerequisite course, Investment Fundamentals. Many people realize the importance of smart financial management, however obstacles such as debt, procrastination, and inflation prevent them from achieving their financial goals. The seminar teaches participants how to overcome these common roadblocks and set realistic financial goals on their way to financial security. Reservations are required. The next meeting is TBA.
Retirement Investment Strategies
This seminar addresses the special needs and investment concerns of today's retirees. Learn how to identify needs, evaluate viable solutions and determine risk tolerance. Discover tax rules specific to your age group and much more!!
Employment Transitions
In this time of financial uncertainty it never hurts to be prepared. In this seminar you will learn how to make financial decisions during a career change. Gain insight on how to manage cash flow, risk management, taxes and retirement plan distribution.
ABC's of Financially Surviving Divorce*
Over half of all marriages result in divorce. Make sure you are financially secure if you have the misfortune of a divorce. This seminar explores the financial ramifications of divorce and emphasizes the importance of preplanning, equitable distribution of assets, taxes and much more.
* Divorce planning services are offered by THOMAS-WADDELL & Associates
