Seminars
Financial Architects periodically offers free financial seminars as well as fee-based financial education classes. For schedules and other information please call Joe McCartney at (425) 861-1220.
Creating Financial Independence
This comprehensive course is designed
to present the "Big Picture." You will learn how to
coordinate all aspects of financial planning
including:
- Creating a written financial plan
- Minimizing risk and maximizing return
- Constructing a retirement plan portfolio
- Taking maximum advantage of tax laws
- Protecting assets in a declining market
- Optimizing your legacy plan
- Reviving Your Investment Portfolio
- Risk tolerance and return expectations
- Appropriate asset class diversification
- Systematic investment goals
- Focusing on long-term goals
- Guaranteed Government Programs for Savvy Seniors
Are you, or is someone you know, currently in retirement? Important recent changes in government benefit programs are providing better options for seniors to live more comfortably during their retirement. Securities are not insured by the FDIC or any other federal government agency, have no financial institution guarantee, and may lose value.