Personal Financial Management Workshop

Learn all about Mutual funds, Reducing taxes, Roth & Traditional IRAs, 401-k plans, Tax-Sheltered Annuities, Stocks, Bonds, College Savings Plans, Wills, Probate, Living Trusts, Estate Planning Strategies, Long Term Care & Life Insurance, Annuities & more. Plan for financial security. Course includes a 150 page workbook full of useful information & practical examples, and a free optional financial planning consultation.

Instructor: David W. Deutsch, CFP, CFS, MSFS & Brian Y. Chang, CFP, CLU, ChFC, CFS