Our Calendar of Classes

Financial Seminars Scheduled
2010
 

To register for classes please call the following colleges:

Collin County Community College: 972-985-3711

Rockwall Independent School District - 972-771-0605

 

TAKING CONTROL, A FINANCIAL
MANAGEMENT WORKSHOP FOR WOMEN
(Includes a Complimentary Financial Plan* & Guest Pass)

Single or married, divorced or widowed.
Busy raising children or living alone for the first time in your life.
You have unique needs in managing your money and making it grow,
whether for your future retirement, to pay for your children's college education,
or simply to make your money go further today.

Find answers. Discuss solutions. Hear the latest strategies that women
are using successfully today to help accomplish their goals and realize their dreams.

This is a comprehensive financial management workshop.
You'll come away with the tools for financial security designed to last a lifetime,
whether you already have substantial savings or are just putting together your first budget.
Topics include cash management, risk management, investment planning, tax planning,
retirement planning and estate planning.

*Financial Plans are offered on an individual and personalized basis separate from these events
 

SCHEDULE OF CLASSES
2010

Collin County Community College/Courtyard Center
4800 Preston Park Boulevard  *  Plano, Texas 75093
972-985-3711

www.ccccd.edu/ce/regwalkin.html

 You're the

B. O. S. S. 

Business Owner Success Strategies

Business owners never plan to fail, but they often fail to plan.

This information-packed presentation is designed specifically for you to get your hands on the most powerful financial management tool for business owners: knowledge.

It will speak directly to your concerns, address your questions, and give you plenty of pointers that you can put into practice.

A handful of the best reasons to come....

BUSINESS CONTINUATION PLANNING-To provide smooth transition of ownership and control.

KEY EMPLOYEE BENEFITS PLANNING- To attract and retain your key employees.

PERSONAL WEALTH ACCUMULATION PLANNING- To help provide financial security outside your business.

RETIREMENT PLANNING- To help ensure the retirement income to maintain your lifestyle.

ESTATE CONSERVATION PLANNING- To protect your legacy.

The class can help answer your questions

How can I build personal wealth outside my business?

What's the best way to fund my retirement plan?

What options do I have to reward my key employees?

Will my business support my retirement dreams?

How can I place a value on my business?  What's the best valuation method to use?

Can my business work harder for me?  Have I overlooked anything?

 Every course participant will receive a valuable workbook and a no-obligation, one-on-one consultation with the instructor after the course.

SCHEDULE OF CLASSES
2010

 Complete Financial Management Workshop

With so much financial information available — and so many financial options — it’s easy to get confused. Many people find it difficult to decide which financial strategies are right for their situations.

Learn strategies to help:

Reduce your debt. Increase your cash flow. Invest your money wisely. Pay for your children’s college education. Reduce your taxes. Protect your money and assets. Save for a comfortable retirement. Avoid probate and reduce estate taxes. Leave more of your wealth to your heirs. And much more.  Every course participant will receive a valuable workbook and a no-obligation, one-on-one consultation with the instructor after the course.

These events are for educational purposes only and should not be considered specific investment or planning advice, which will only be provided on a personalized and individual basis. Depending on individual circumstances, the strategies discussed in these presentations may not be appropriate for your situation. This presentation is based upon on the presenter’s understanding of current laws, which are subject to change.  HTK does not offer tax or legal advice.

SCHEDULE OF CLASSES
2010