Personal Finance in Turbulent Times
Will you be able to achieve your financial goals in these turbulent times? Find out how you can – educators from award-winning firm Edelman Financial Services will show you how. In this informative and entertaining presentation, your employees, members, clients, or volunteers will discover:
- the 9 reasons you need to plan
- the 5 obstacles you’ll face
- the 5 steps that will put you on the road to financial success, and
- the 4 rules you should follow for managing your investments
Investing in Today’s Economy
As a result of the Great Recession of 2008, a great many people realized that they weren’t as good at investing their money as they had thought. Many suffered big losses, and others are wondering how they should be investing their money now. In this eye-opening conversation, educators from the award-winning firm Edelman Financial Services – one of the most successful investment management firms in the nation – will reveal how we invest the billions of dollars that our clients have entrusted to us, and how you can emulate our strategy! Investment success has never been made more clear or accessible, and the information is presented in a fun, entertaining style you’ll love.
How to Save for College
A college education has never been more important – or more expensive. What is the best way to save, and how can you get your children the education you want them to have without saddling them with debt or sending you to the poorhouse? Let educators from the award-winning firm Edelman Financial Services give you the information you need to start planning and saving.
Preventing Elder Financial Abuse
Elder financial abuse is a growing crime, costing victims billions of dollars annually. According to Investor Protection Trust, one in five persons over age 65 have been financially abused. Edelman Financial Services' team of educators can explain the signs of financial abuse, how to identify a potential abuser and what to do if you suspect you or someone you know has been a victim of fraud. If you or your parents are in or near retirement, you literally can't afford to miss this presentation.
What You Should Do Now
Greece. The deficit. Recession fears. Volatile stock prices. You're worried, and perhaps even a bit scared. The good news, though, is that you can still achieve your financial goals. Learn how you can! Educators from Edelman Financial Services will reveal:
- What you should really be worrying about (it's very important, and not what you think)
- What's really going on in the U.S. and global economy - and what you need to do in response
- How to recognize mental traps that could unwittingly cause you to make costly investment mistakes, and, most importantly,
- The 4 proven investment rules you must follow today to help you reach your goals
To see if your organization qualifies to receive a presentation at no cost, contact: firstname.lastname@example.org or complete the form below.
*According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.
Advisory Services offered through Edelman Financial Services LLC. Securities offered through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.