Learn, Earn, Live
Call or e-mail us if your company, organization, or club is looking for a guest speaker on topics concerning financial planning, wealth management and investments!
We will be a liaison and a group moderator to educate and assist employees and association members in choosing among investment* accounts and general alternatives in retirement plans such as 40lK, traditional IRA, ROTH and Education IRA's, deferred compensation, lump-sum distributions.
FINANCIAL AFFAIRS MANAGEMENT Co. 621 E. Mehring Way, Suite 1508 Cincinnati, OH. 45202.
PHONE:(513) 651-3665
ON GOING EVENTS:
o Personal Financial Planning. Tutorial. Credit Course.
o Investments. Tutorial. Credit Course.
o Managerial Finance. Tutorial. Credit Course.
- FINANCIALLY SPEAKING - Plain talk sessions to women's groups.
It has a structure to keep us progressing through pertinent timely topics. Group discussion and situation sharing are meaningful contributions to help grasp the importance of life's stories (experience being the best teacher!).
o The basic concern is identified. The economic, political and human interest impact on that concern are explored.
o Challenges and opportunities are highlighted. Alternative strategies and techniques relative to the general concern are discussed.
"examine the past to find encouragement for the future"
SPEAKING ENGAGEMENTS: Give Us a Call
- SEMINARS
- WORKSHOPS
- SHIRT SLEEVE SESSIONS ®
- CONFERENCES
- STUDY GROUPS
- PRODUCT FOCUS
o Each session is organized around a subject of importance to the group. Topics dealing with planning and setting up the estate for the heirs and the assets; income and capital gains strategies for the portfolio; venting of frustrations and concerns in the general and financial economy. You name it!
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