| Home Page : Archive News : September 2011 News : Local Wealth Manager, Mitchell Kauffman, Offers Free Courses On Financial Planning In A Volatile Economy | |
Local Wealth Manager, Mitchell Kauffman, Offers Free Courses On Financial Planning In A Volatile Economy | |
|
September 08, 2011 Kauffman to provide tips on how to restore financial confidence and independence. SANTA BARBARA, CA - Mitchell Kauffman, managing director of Santa Barbara-based Kauffman Wealth Services, will offer free courses called "Smart Financial Planning: How to Plan to Succeed" through Santa Barbara City College Continuing Education. Those attending the workshops will learn key strategies to making their retirement as financially and emotionally fulfilling as possible. Topics explored will include: • What happened to the economy? How did we get here? What do we do now?: Learn insights needed to take charge of the situation, make smart moves, manage the stress, and move forward with confidence. • How to invest for financial independence: Learn how stocks, bonds, mutual funds and annuities work and how to select and combine them to achieve goals and generate reliable income. • When can you afford to retire?: Learn to calculate how much you'll need to set aside each year, what rate of return you'll need to get, and how to manage financial risk along the way. • Will your money last as long as you do?: The #1 fear of retirees is running out of money. Learn about potential financial risks that can drain your savings in retirement, and methods for managing retirement income designed to make your money last. The two-part courses will be held on Saturday, September 17, and Saturday, September 24, from 9 a.m. - 12 noon, at the Wake Center Campus, Room 26, 300 N. Turnpike Rd. in Santa Barbara. To sign up for the courses, please call 805/964-6853 or visit www.sbcc.edu/adulted; course number 504151. About Mitchell Kauffman/Kauffman Wealth Services Mitchell Kauffman provides wealth management services to corporate executives, business owners, professionals, independent women, and the affluent. He is one of only five financial advisors from across the U.S. named to Research magazine's prestigious Advisor Hall of Fame in 2010, and among a select list of 100 over the past 20 years. Selection is based on those who have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. Kauffman Wealth Services is an independent firm and serves clients from two office locations: 550 Periwinkle Lane, Santa Barbara, CA 93108 and 140 South Lake Avenue, Pasadena, CA 91101. For more information, visit www.kauffmanwealthservices.com or call (866) 467-8981. Securities offered through Raymond James Financial Services, Inc., member, FINRA/SIPC. Investors should consider the investment objectives, risks, charges and expenses of an investment company carefully before investing. The prospectus contains this and other information about an investment company and is available from your financial adviser. The prospectus should be read carefully before investing. Investors should consider the investment objectives, risks, charges and expenses of variable annuities and their underlying funds. This and other important information about variable annuities are contained in the prospectus, which can be obtained from your financial adviser and should be read carefully before investing. Annuities involve market risk and should be considered as long term investments. Withdrawals are subject to income taxes and may be subject to a penalty if withdrawn before age 59 1/2. Guarantees are based upon the claims paying ability of the insurer. Media Contact: Jamie Brown DirectPR 626-792-9183 Jamie@brownpr.com Source: http://www.1888pressrelease.com/local-wealth-manager-mitchell-kauffman-offers-free-courses-pr-333025.html |
|
