Schedule author Mike Helveston to talk to your group about Achieving Financial Fulfillment!
The purpose of the book is to spread the knowledge of personal
finance, in order to help others be confident and make smart financial decisions.
Book talks are a great way to bring this important financial information to your group or organization!
Copies of the book will be distributed to the participants at no cost!
Current Book Talks (approx. 45 min. each)
Understanding the Impact of Taxes on Your Retirement (Chapter 6) - This is an intermediate-level talk.
- Investing is not just about how much you make, but how much you get to keep after taxes that really matters!
- The importance of diversifying your savings (not just pre-tax!) using Roth accounts!
- How analyzing your income each year can allow you to pay taxes at the lowest rates whenever possible!
How Emotional Decisions Can Get You Off Track + Investing Principles (Chapters 1 & 3) This is a beginner-level talk.
- Ever get emotional about a financial decision? Of course, now learn how to recognize it!
- What are the core building blocks of an investment portfolio?
- Why do the stock market and economy seem to change so much every day?
Interested in another topic? Just ask!
Contact us to schedule at 484-881-0070 or mike@whitfordfp.com