Who Should Attend Benefits of Attending Takeaways from the Seminar Conduct of the Seminar Faculty

Who Should Attend

Executives and professionals earning more than $100,000 per year and with a net worth, excluding housing, of more than $250,000.

Benefits of Attending

• To understand and discuss all major areas of financial planning and help you achieve your financial objectives
• To determine what it takes to double your net worth every five years and what factors you need to manage to make it happen
• To evaluate your present investment objectives and rates of return and to determine alternatives that might be appropriate for you
• To understand the estate planning process and how to transfer your assets with minimal emotional and financial cost
  
  

Takeaways from the seminar

By the end of the seminar, you should have at least five significant action steps to improve your financial situation. You should have much better understanding of:

• Twelve tips to get and keep your assets in shape
• Specific proven ways to reduce your income taxes
• Setting investment objectives and asset allocation strategies to create a portfolio right for you
• What it takes to retire comfortably
• The role of advisors in assisting you to reach your financial goals and how to critically evaluate advice
  
  
  

Conduct of the Seminar

The course will be very interactive and will also include discussion of websites that provide robust financial information and analytical tools.

Faculty

THREE WAYS TO REGISTER FOR THIS SEMINAR:

• Online
  • May 13, 2008
• Call (206) 543-8560
• E-mail execed@u.washington.edu