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The following Financial Planning Seminars will be a great
benefit to you and your family.
Create
a comprehensive financial plan to help you in gaining a more complete
understanding of your financial goals.
Helpful, clear guidance: Each seminar 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 also receive a Life
Goals Data Form that you may complete as an optional homework assignment.
This questionnaire is used to construct your own personal financial
plan with no mention of specific products or services.
Attorneys,
CPAs and insurance professionals can earn up to 9 continuing education
credits.
Your
Instructors
Robert Fragasso and the other professionals of Fragasso Financial Advisors
bring more than 180 years of combined experience in the investment
and financial planning fields to you. Securities offered
through Linsco/Private Ledger (LPL), Member FINRA/SIPC.
Seating is
Limited. Pre-registration is Required for Each Course.
Personal
Financial Planning Seminar
(3 Sessions)
A Seminar 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?
(3 sessions)
A Seminar for Pre-Retirees
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
(3
sessions)
A Seminar 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
Click
here for more information
Women
On Their Own
(3
sessions)
A Seminar Addressing Investment Strategies for Women
Topics Covered:
• Methods for evaluating, selecting and monitoring investments
• Education expense planning
• Insurance needs
• Financial planning in divorce
• Financial strategies that are critical to planning toward
a secure retirement
• Combating inflation, minimizing taxation, and maximizing
the strength of one's portfolio
Click
here for more information
For Immediate
Reservations, call (412) 227-3234.
Click the images
below to learn about two great events to help our community.
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Hundred
Acres Manor is Pittsburgh’s newest haunted house opening
this October on Hundred Acres Drive in South Park. Proceeds
will be donated to The Homeless Children’s Education Fund
and Animal Friends, Pittsburgh’s only no-kill shelter.
For more information, visit www.hundredacresmanor.org |
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.
Click
here if you do not want to continue receiving Fragasso Financial Advisors
eNews.
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
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