An eNews Update to our Quarterly Newsletter
June 2004


Ensure the health of your wealth. Attend beneficial Personal Financial Planning Workshops presented by Fragasso Financial Advisors in conjunction with the University of Pittsburgh’s Learning Solutions.

Financial guidance can help you move toward your life goals; our seminars are designed to help you remove roadblocks on your way to healthy financial destinations.

You will receive:

Helpful, clear guidance: Each workshop includes a workbook to guide you through the material. This workbook contains real life examples and illustrations to make the financial and investment strategies easier to learn.

Forms to help advance the process: You will receive a Life Goals Data Form that you may complete as an optional homework assignment. This questionnaire is used to construct your personal financial plan with no mention of specific products or services.

Experienced instructors: Robert Fragasso, CFP, CDFA, President, The Fragasso Group, and other professionals at the firm will instruct the seminars. Fragasso Financial Advisors is a regional investment advisory firm whose people have 180 years of combined experience in the investment and financial planning fields. Securities offered through Linsco/Private Ledger (LPL), Member FINRA/SIPC.

Seating is Limited. Pre-registration is required for each course.


Personal Financial Planning
Workshop (3 Sessions)
A Workshop for Those in Their Asset Accumulation Years

Topics Covered:

  • Investment opportunities
  • Education funding
  • Determine level of need for various types of insurance
  • Personal and corporate retirement plans
  • Social Security benefit issues
  • Inheritance tax issues

Click here for more information

Can You Afford to Retire?
Workshop (3 sessions)
A Workshop for Pre-Retirees; meant for people considering retirement in the next 5 to 15 years

Topics Covered:

  • Overcoming the effects of inflation
  • Protecting investments from taxation
  • Preventing erosion of assets due to long term care expenses
  • Insurance and estate planning


Click here for more information

Financial Security During Retirement
Workshop (3 sessions)
A Workshop for Retirees

Topics Covered:

  • Financial strategies that are critical throughout retirement
  • Combating inflation, minimizing taxation, and maximizing the strength of one’s portfolio
  • The non-financial aspects of retirement, such as self-image, use of time, and housing choices
  • Social Security and long term care
  • The new IRA distribution rules
  • Estate planning


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For immediate reservations, call 412-624-6600 or register online at www.solutions.pitt.edu.

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

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

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Visit Our Website:
www.fragassogroup.com

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)
Member FINRA/SIPC

©2004 The Fragasso Group, Inc., All Rights Reserved