Link To CFP Website Link To AWMA Website
Barron Financial Group Logo
Home About Us Services Philosophy FAQ Seminar Links Contact Us

Retirement Planning

The Retirement Planning seminar (Jan. 15, 2008 at the Northwest Chamber of Commerce) was another success. The 2-hour workshop detailed the expected cost of retirement, sources of retirement income, and investment strategies for both pre-retirement and post-retirement periods. An in-depth case study, including handouts, generated many questions and helped "lock-in" the presented material. Many attendees commented that the material provided new insights into their thinking about this important planning task.

Please contact us if you are interested in having a similar seminar for your company, group or association.

 

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.