June 2004

Each session includes lunch or refreshments

09/25/08 11:30 AM to 2:00 PM Financial Security for Women Part 1 Fragasso Offices Pittsburgh
10/02/08 11:30 AM to 2:00 PM Financial Security for Women Part 2 Fragasso Offices Pittsburgh
       
10/22/08 6:30 to 8:30 PM Your Power Years Part 1  Bethel Park Community Center
10/29/08 6:30 to 8:30 PM Your Power Years Part 2 Bethel Park Community Center

 

Financial Security for Women 
A Seminar Addressing Investment Strategies for Women

This seminar presents time-tested financial planning principles and up-to-date information about investment strategies for women. Whether your particular life objectives are education funding, buying a house, career change, retirement security or estate planning, this seminar offers comprehensive plans to help you reach your financial life goals.

Methods for evaluating, selecting and monitoring investments, insurance needs, financial planning in divorce and maximizing the strength of one's portfolio are covered as well.

This course includes information about levels and need for various types of insurance*, financial planning in divorce, social security, inheritance tax issues and much more.

 

Your Power Years
A Preview of Tomorrow's Possibilities

Learn how the following will impact your life and your finances: 

  • How the Boomer Generation has transformed every life stage they have inhabited;
  • The longevity revolution and how it will change our society, communities, families and the  
    Marketplace;
  • How retirement is being re-visioned and what these “Power Years” can mean to your life;
  • Envision “Your Power Years”, identify the challenges ahead, and explore the steps necessary to fund your future.

*Level of need for various types of insurance, both fixed and variable, and/or annuities will be discussed.

 

For more information and to make a reservation please call Joy Holden at 412-227-3234 or visit us at www.fragassoseminars.com

The information provided is for informational purposes only and is not to be construed as a recommendation. Consult your financial advisor to determine what is appropriate for you.
Past performance is no guarantee of future results

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A REGISTERED INVESTMENT ADVISOR
The Retirement Planning and Wealth Preservation Specialists Since 1972
610 Smithfield Street, Suite 400, Pittsburgh, PA 15222

Phone 412.227.3200, Fax 412.227.3210, Toll Free 1.800.900.4492
Securities offered through Linsco/Private Ledger (LPL)
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