Our seminars were created to
provide high-tech employees with
the foundations of personal financial
management, and allow them to
confidently set long range goals and
achieve financial independence.
 In
addition to clearly explaining
various investment vehicles
(from money markets
to hedge
funds), the seminar provides an
objective review of the most
pressing
issues facing individuals today: retirement funding,
college funding,
managing stock
option holdings, taxes and
estate planning.
 
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Probate, Trusts, Estate Taxes, Gifting
Life Insurance, Disability, Long-Term Care,
Personal Liability
Traditional IRA, Roth IRA, Systematic Withdrawal
Social Security, 401(k), Roth Conversions
Asset Allocation, Portfolio Design and
Maintenance, Stock Options, College Funding
Mutual Funds, Separate Accounts, Hedge Funds
Money-Markets, Bonds, Equities
Compounding, Inflation
| Cost: | Seminar enrollment, as well as a one-hour personal planning session with an Schmidt Financial Group advisor, is free of charge. Participants have the option to purchase a 210-page planning workbook, at our cost ($35), to aid in drafting their individual financial plan |
| Length: | Three sessions of three hours each (plus a complimentary individual planning session) |
| Class Size: | Optimal class size is roughly 30-40 participants |
| Evaluation: | Feedback forms are distributed upon completion of the seminar and are
available to the seminar sponsor as a means to gauge program efficacy. |
| * Schmidt Financial Group does not market or sell any products or services during this seminar.
Furthermore, we have a strict policy of never “chasing” seminar participants. Upon completion of
the seminar, Schmidt Financial Group will make no unsolicited contact with participants. |
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