If you’ve just gone through a major life change (new marriage, divorce, job change, having children, death of a loved one, etc.) and don’t feel confident about your current retirement strategy, then you’ve come to the right place.
If you and your spouse/partner argue about money issues then this presentation will help you both create a plan together that gets both of you on the same page.
If you don’t believe you can build wealth or aren’t really sure, this step will show you absolutely, positively what you can do and how long it will take given your current resources, skills, and abilities.
If you’re ready to stop talking, stop dreaming, and start committing, then this course is how you put it all together.
If you find yourself making excuses like . . .
. . . I’m not ready
. . . I can’t do that
. . . Maybe next year
. . . I don’t have the money
. . . I don’t have the time
In honor of National Financial Literacy Month, Wealth Management Financial Advisors hosted an evening of money talk at the John Tracy Clinic. Our featured panelists were financial advisor/educator Marie Deary, Senior Financial Advisor of WMFA in Long Beach CA., Dominique DiPrima host and producer of KJLH Front Page, and Karen Slade Senior Vice President and General Manager KJLH.
More information about the "Wealth Management Smart Money Rules Program" and how to reach your financial goals are in this presentation.
Did you know that your credit score can cost or save you thousands of dollars and influence your future employment opportunities? This seminar covers why a credit score is so important, how to build and maintain a good credit score, and much more.
Can't pay your back taxes? Do you have unfiled or unpaid back taxes? Have you defaulted on an installment agreement? Is the IRS or State garnishing your social security retirement or social security disability benefits? Are you afraid to put money in the bank?
We can resolve your IRS and state tax problems. Solutions include audit representation, filing of missing tax returns, removal of IRS penalties, end of wage garnishments and many more services.
Why Middle Class Americans Need Financial Planning
January 28, 2016
Presented by Marie Deary, Sr Financial Advisor, Certifed Tax Consultant,
New Year is the perfect time to reset and dream BIG about what you want to achieve. No matter where you stand today, we truly believe you can be Smart with your money Invest 90 minutes get a big return. Join financial expert and best-selling author of "Smart Money Rules: How to Secure Your Financial Future in the New Economy", Marie Deary and she will walk you through what a financial plan is and what it should cover such as, investing, avoiding the “Big Mistake”, tax planning and compliance strategies, buying a home, protecting your family, and even taking a dream vacation.
Presented by Dr. Mark Goulston, Clinical Psychiatrist
What separates the people that habitually achieve their goals and create the results they desire from those who don't? You already know the answer. It's follow through. Why is it that some people follow through while others don't?And guess what? The answer is not about lacking self-discipline. Let's face it. Follow through means never having to say you're sorry... or make excuses that only cause others and you to feel badly about yourself.In this engaging free webinar you will discover the real reason people don't follow through and how you can make sure that YOU do. If you or someone you know would like to improve their or your follow-through, you will want to follow through on this invitation and catch this program with Dr. Mark Goulston.
New Marketing Plan: The clock is ticking for 2014
December 19, 2013
Presented by Marie Deary, Sr Financial Advisor, Certified Tax Consultant, WMFA
Designed with the small business in mind, WMFA has designed 5 straightforward steps to help business owners get their brand to the public. Actualize your targeted base, build your marketing plan and learn strategies to impliment this new marketing plan. Identify your target marketing base and utilize these strategies to increase your market share.
Presented by Marie Deary, Sr Financial Advisor, WMFA
As 2013 comes to an end, the need for financial planning has never been greater. The economy is in flux and there is much uncertainty over the direction of the markets. People are living longer and much has been written about the looming retirement crises in this country.
The presentation covered the following:
(Please click image to view PDF image of presentation)
Personal Taxes and Tax Planning
Management and Personal Insurance
Managing Business Debt
November 14, 2013
Presented by Crystle Lindsey, Esq.
Crystle Lindsey, southern California Bankruptcy Attorney, discusses the warning signs of debt for buisness owners as well as the steps to resolve delinquent accounts and get your finances back on track. Have you already tried to settle debts on your own unsuccessfully? Have