Tax Free Investments Seminar
Friday, August 16th, 2013
This Seminar discusses how to save for a tax free retirement regardless of income. Many experts predict higher tax rates in the future. What are you doing today to offset this trend? Have you been told your income is too high to take advantage of tax free or tax deferred savings vehicles? Do you hve money earmarked for retirment but are unsure how to invest it properly?
Topics Covered:
- Roth IRAs
- Roth 401k’s
- Non qualified Deferred Annuities
- Life Insurance Retirement Planning
Investment Fundamentals Seminar
Friday, August 16th, 2013
In this presentation, we’re going to discuss the basics of investment planning. We’ll start by discussing some fundamental investment concepts, and then we’ll review some of the investment options that are available, and consider some general investment strategies.
Topics covered:
- Five myths adn truths of investing
- Proven strategies that can help your money work smarter and harder
- How to select investments that match your objectives
- How to limit your exposure to risk by diversifying your portfolio
- The benefits to professionally manage investments
- How to help your money accumulate with tax-favored accounts
Economic and Market Update Seminar
Tuesday, August 13th, 2013
This presentation provides a timely overview of the current equity and fixed income markets as well as the economic outlook from the MEMBERS Trust Company Investment Management Team.
Topics covered:
- Equity Markets
- Fixed Income Markets
- Economic Outlook
10 Steps to Financial Success
Tuesday, August 13th, 2013
These 10 steps will help you make educated choices on clear priorities. Changing life-long financial habits will take some work, but by following these steps, you can make the adjustments you need to make your money work for you.
Topics covered:
- Establishing goals
- Taking stock: establishing net worth
- Creating a spending and savings plan
- How to live within your means
- Pay yourself first: making saving your first priority
- Deleting debt
- Buying a home
- Diversifying
- Planning ahead
- Getting help
Social Security Seminar
Tuesday, August 13th, 2013
This workshop is for individuals looking for more information about how to maximize their Social Security benefits.
Topics include:
- What does Social Security really provide
- How much can I expect to recieve
- When should I start my Social Security
- How can I maximize my benefits
- Can I still work while I draw Social Security
- What about taxes and Social Security
- Will Social Security be there in the future
Coaching as a Catalyst for Helping People Help Themselves
Friday, July 19th, 2013
Everyone’s a coach, some more consciously than others.
It is an approach to interaction that is both unique and universal. Coaching is a catalyst for helping people help themselves. Explore and apply concrete strategies for empowering yourself and others.
Congruent Communication: Say what you mean and Mean What You Say!
Friday, July 19th, 2013
Communication is the single most influential factor determining what happens to people in relationships, careers, and life. Communication is also complicated, multifaceted and most often learned by trial and error. Learn to say what you mean and mean what you say, and confirm congruency in your conversations in this lively interactive session.
Engaging Excellence!
Friday, July 19th, 2013
Individual and organizational excellence are natural by products of engaging strengths and natural abilities in a manner that allow people to express WHO they are through WHAT they do! Gallup research consistently confirms the power of a strength based approach to education and employment. This workshop will prepare you to embrace the effectiveness of this philosophy, putting it into immediate ACTION!
Engage, Enlist and Empower!
Friday, July 19th, 2013
How do I motivate employees? How do I foster individual responsibility and initiative in such a diverse group of people? Understanding motivation and knowing your colleagues are fundamental to inspiring the best in everyone. Explore styles and strategies for recognizing and developing the talent around you.
Crossed Wires
Friday, July 19th, 2013
Why is it when I say one thing you hear another? Explore how culture, gender and other differences influence our ability to communicate effectively. Practice proactive strategies for congruent communication.
