2021

 
Date Seminar/Workshop
TBD Statement Reading Seminar
 
 

2020

 
If you would like to attend any of the seminar(s) listed below, please email us the title(s) and/or another topic of interest that is not listed. 
 
Available seminar topics include, but are not limited to:
 
College Funding Strategies
Our Approach to Retirement Planning
Designing an All-Weather Portfolio for Your Retirement Funds
Our Approach to Stock Selection
Developing a Due Diligence Process
Our Valuation Process
Developing an Investment Philosophy for Prudent Investors
Passport to Retirement
Estate Planning 101
Practices That Define a Prudent Investment Process
Evaluating Retirement Accumulation Needs
Preparing to Invest Wisely
Financial Checkup
Reacting to a Changing Stock Market
Financial Decisions When Changing Jobs
Reducing Estate Taxes
Financial Planning for Corporate Executives
Retire Early
Getting Ahead of the Curve:  Strategies to Better Manage Your 401k
Retirement Income Strategies
How to Allocate Assets (Real World)
Six Critical Steps for Managing Your Wealth
How Professional Collaboration Can Take Your Practice to the Next Level
Stock Market Update
How We Work
Taking Money Out of Retirement Plans
Investment Management Presentation
Understanding Your 401(k) Retirement Plan
Investing During a Global Economic Restructuring
Understanding Your 403(b) Retirement Plan
Long-Term Care
Wealth Building through Investment & Tax Planning Strategies
Money Management Strategies for Success
Wealth Management Workshop
Our Approach to Fixed Income Selection
Women and Investing
 
Year-End Tax Strategies
 
 
 
 

 

Statement Reading Seminar

Major Topics:

  • Understanding Your Statement
  • Recent Statement Enhancements
  • Future Initiatives
  • Statement Delivery Options 
This seminar is for current clients only.
Lafayette, Indiana
Date: TBD
10:00 a.m. to 11:30 a.m. (refreshments provided)  

 There is no cost or obligation to attend.  Due to limited seating, reservations are required.

RSVP as soon as possible to reserve your seat for this Statement Reading Seminar:

Contact Susan Hamelman, Office Manager
  Toll Free: (800) 808-1302
  Send Email

 


Update on Coronavirus Response and Your Investments 

Join Mark Dahlenburg for a Live 1-Hour Webinar

Thursday, August 20th at 1:00 p.m. or 6:00 p.m. EST

President/CEO of Financial Planning Consultants, Mark Dahlenburg, will be discussing the driving forces influencing the global financial markets and the U.S. economy. He will be providing an update on the current situation and how it affects your portfolio.

Topics

  • Update on How Coronavirus is Impacting the Economy
  • Economic and Market Update
  • The Five Essentials to Successful Wealth Management
  • Seven Truths to Being Successful Stock Investors

 

 


 

Coronavirus Response and Your Investments

Join Mark Dahlenburg for a Live Webinar

Thursday, May 7th at 1:00 p.m. or 6:00 p.m. EST

 

The novel coronavirus that causes COVID-19 infection is rapidly becoming one of the most challenging public health crises in modern history. With more than 2.5 million confirmed infections worldwide, including more than 800,000 cases in the United States, this virus has the potential to infect individuals of all ages.

But how is this pandemic specifically affecting your investments, and what do you need to know today to ensure we are providing the best care to you?

Topics

  • The COVID-19 Crisis & Your Money
  • Our Firm's Recommendations in the Midst of a Bear Market
  • The Five Essentials to Successful Wealth Management
  • Seven Key Truths to Being Successful Stock Investors