
The following two investment workshops are being offered by Jay Najman, financial consultant, Waterstone Financial LLC
0310-06 Fixed-Income Investments March 10 (1 session) Wed., 7:30 - 9:30 p.m. Location: Fish of the C's Fish Grill & Restaurant, 454 Cedar Lane, Teaneck Fee: $15 / $25 with a friend
In this post melt-down, pre-inflationary economy, which fixed-income investments make sense? What are some different ways that you can use fixed-income investments to meet particular financial planning objectives? Come and find out which types of fixed income instruments make the most sense for you, and which ones you might want to avoid.
0317-02 Personal Economic Recovery Plan March 17 (1 session) Wed., 7:30 - 9:30 p.m. Location: Fish of the C's Fish Grill & Restaurant, 454 Cedar Lane, Teaneck Fee: $15 / $25 with a friend
In the aftermath of the most recent market collapse, many investors feel like they need their own personal "Traumatized Asset Recovery Plan." Even if you don’t need a fullblown government program, but just a simple and effective plan for recovery, you may want some guidance in charting your own individual plan. In this workshop, we will address five critical questions to help you get your retirement, income and estate planning goals back on track. 1) Am I now more likely to achieve my financial planning goals than I was 12 months ago? 2) Will my retirement assets last as long as I need them to? 3) Have recent market events motivated me to re-examine my definitions of risk; and has my investment portfolio assumed greater risk than I bargained for? 4) How can I reduce investment risk even as I sustain my required rate of return? 5) Are my retirement and estate planning strategies interfering with one another? Prepare your answers to these questions and we will explore your options to get you where you want to be.
Registration and additional information can be found HERE