Posts Tagged ‘retirement’

Retirement – Part 2 (Beth Tfiloh Alumni Council Financial Planning Seminar)


The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, Joel Fink concludes his discussion on retirement plans.

Be the first to comment - What do you think?  Posted by - November 19, 2011 at 10:23 pm

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Retirement – Part 1 (Beth Tfiloh Alumni Council Financial Planning Seminar)


The Beth Tfiloh Alumni Council recently hosted a financial planning seminar for all Beth Tfiloh alumni. The event was moderated by Joel Fink ’01, a Phi Beta Kappa and Magna Cum Laude graduate from Franklin & Marshall College and a Chartered Retirement Plans Specialist, Joel Cohn, a graduate of the Wharton School of Business at the University of Pennsylvania and a member of the Beth Tfiloh Board of Trustees with two children attending the school and Joshua Mauer, a graduate of Clark University who holds a JD from the University of Baltimore School of Law and has been working as a financial advisor since 1999 and has two daughters enrolled at the school. In this clip, Joel Fink discusses the various retirement plans available to you, including IRA, 401(K) and 403(B), and why it is important to start one now.

Be the first to comment - What do you think?  Posted by - at 10:22 pm

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Personal Finance & Retirement Planning Tips : Mutual Fund Expense Ratio Tips


A mutual fund expense ratio is the ratio between what is invested and expenses that these companies take on in offering these investments to the general public. Expect to pay the expenses that a mutual fund company incurs when offering this investment and understand why withtips and advice from an experienced financial adviser in this free video. Expert: Patrick Munro Contact: www.northstarnavigator.com Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace. Filmmaker: Reel Media LLC

Be the first to comment - What do you think?  Posted by - November 18, 2011 at 10:21 pm

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Retirement Planning – Spotlight February 2011


www.producersweb.com The February Spotlight on Retirement Planning provides a discouraging look at Americans’ retirement savings, featuring a study detailing a significant lack of understanding when it comes to retirement planning; LIMRA’s recent findings regarding the shortfalls in women’s retirement savings; and a recent Harris poll which found that one-third of Americans have no retirement savings.

Be the first to comment - What do you think?  Posted by - November 17, 2011 at 10:20 pm

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Importance of Retirement Income Planning


This video shows how retirement income planning coupled with a proactive approach to asset management can help those who are retired better preserve and protect the wealth they have built. Let us help you prepare for retirement – call us today at (866) 526-7726 The Financial Consultants of Financial Advisors Network, Inc. are also Registered Representatives with and securities are offered through LPL Financial, Member FINRA/SIPC Tracking #730182

Be the first to comment - What do you think?  Posted by - November 16, 2011 at 9:01 pm

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