MONDAY, NOVEMBER 30, 2015, 3:00 PM TO 3:45 PM
SPEAKERS: Melissa Joy, CFP® & Nick Defenthaler, CFP®
Year-End Planning Opportunities
With so many things on our plate during the holiday season, it’s very easy to put our finances on the back burner. However, there are several timely and relevant year-end planning items to consider that can potentially make a very positive impact on you and your family’s financial plan. Throughout this 45 minute webinar, Melissa Joy, CFP®, and Nick Defenthaler, CFP®, discuss a few of the most common items we see clients miss by not proactively reviewing their financial plan before year end and how to avoid those mistakes.
Click here to register. After you register you will receive an email containing instructions on how to join the webinar.
WEDNESDAY, NOVEMBER 18, 2015, 11:00 AM TO 12:00 PM
GUEST SPEAKER: Shelley Strickland, PhD
Crafting a Philanthropic Values Statement to Guide Your Family Giving
Giving of our resources is a deeply personal exercise that should represent our values and the difference we want to make in the world. Yet, few of us take the time to thoughtfully consider what philanthropy means to us personally and we too often assume family members will continue our giving without defining goals and values for our giving. Through this webinar, you will learn from a blend of theoretical and practical—from research to real-life examples—how to create a philanthropic values statement to guide giving by you and your family.
Shelley Strickland, PhD, will be the guest speaker presenting the first installment of a three part series focused on philanthropy. Shelley is the Vice President of Development & Donor Services for the Ann Arbor Area Community Foundation.
Click here to register. After you register you will receive an email containing instructions on how to join the webinar.
TUESDAY, SEPTEMBER 22, 2015, 1:00 PM TO 1:30 PM
SPEAKERS : Melissa Joy, CFP®
10 Money Smart Ways to Raise Children
Everyone wants their kids to have a healthy relationship with money, but how do you make it work? In 30 minutes, Melissa will explore new research on kids and money to show you real-world examples that will help you to raise money smart kids.
Click here to register. After you register you will receive an email containing instructions on how to join the webinar. Invite a friend, too!
TUESDAY, SEPTEMBER 22, 2015, 1:00 PM TO 1:30 PM
SPEAKERS : Melissa Joy, CFP®
10 Money Smart Ways to Raise Children
Everyone wants their kids to have a healthy relationship with money, but how do you make it work? In 30 minutes, Melissa will explore new research on kids and money to show you real-world examples that will help you to raise money smart kids.
Click here to register. After you register you will receive an email containing instructions on how to join the webinar. Invite a friend, too!
THURSDAY, OCTOBER 9, 2015, 12:30 PM TO 1:00 PM
SPEAKERS : Nick Defenthaler, CFP®
Fiat Chrysler Employees: Discovering the New Retirement Savings Strategy for Tax-Free Growth
A recent IRS ruling has opened the door for many individuals and families to shift dollars into a Roth IRA who previously would be phased out of making contributions for tax-free growth.
Please join us for a 30 minute webinar to learn more how you could potentially save hundreds of thousands of dollars in taxes by taking advantage of this opportunity in your Fiat Chrysler 401k savings plan!
Click here to register. After you register you will receive an email containing instructions on how to join the webinar.
