An eNews Update to our Quarterly Newsletter
September 2003
 

 

School Days

Financial success results from a process rather than from haphazard actions or pure dumb luck. You can learn what it takes to create your unique process by attending our adult financial education classes through the University of Pittsburgh.

Classes are three evenings over three weeks. Attorneys, CPAs, Human resource and Insurance Professionals can earn continuing education credits. Everyone earns "life" credits as you create your own plan toward your individual life's goals.

These courses have been time tested over three decades and presented through the university, for corporations and for non-profit organizations. Thousands have attended and the courses with uniformly favorable reviews.

Here's what you'll learn.

  • How markets have acted over time, and how you can use that data today to help make better financial decisions
  • How your life's goals drive your investment actions and portfolio's asset allocation
  • Time-tested, textbook procedures for managing investment assets
  • Techniques geared to minimize estate costs and for determining survivorship needs
  • Redirecting money from non-productive to productive, goal-oriented uses
  • The newest methods for funding children's education expense using time and tax burden shifting to your advantage
  • And, lots more!

These courses are truly educational and do not contain information about any investment products or services. Click here for a course catalog and for e-registration.

Print out the coupon below to save five dollars off the cost of the workbook. Print extras and bring friends and family members to class with you. They will thank you for it later.

Join Fragasso Financial Advisors on October 18, 2003 at South Park Fairgrounds for a 5K Run and Dog Walk to benefit Animal Friends. Click here for more details and to register.




This article is for informational purposes only and not intended as financial advice. Consult your financial advisor to determine what is appropriate for your situation.
Past performance is no guarantee of future results.

If you have any comments, questions or suggestions concerning this electronic newsletter, please email us at fgi@fragassogroup.com.

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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
Fee-based investment management and securities offered through LPL Financial
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