Have you ever thought about how to balance all of your financial needs but not known where to start? If so, then don't miss "Balancing Your Changing Investment Needs" presented by DreamWorks Capital Management.
The lecture will cover the following and more....
- The 5 steps in the creation of a financial & wealth management plan which include
- Emergency Planning
- Retirement Planning
- Education Planning
- Investment Planning
- Philanthropy Planning
- "SMART" Principles and how to develop your financial and lifestyle goals
- Prioritizing your wealth management needs
This valuable lecture is being held on Tuesday September 18th, 6:30- 8:00pm at The Community House in Birmingham. Register by calling TCH at 248-644-5832, and ask for the Program Department; or you can email me directly at pfenner@dwcmllc.com.
DreamWorks Capital Management is a Registered Investment Advisor and does not offer or sell any proprietary products.
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