Educational Workshops

 

  The Complete Financial Management Workshop

       

         The Complete Financial Management Workshop is an information-rich class discussing how to put your money to work so your financial future is secure. The time spent in this workshop will introduce concepts and practices that will help plan for a comfortable retirement. The Complete Financial Management Workshop will show a conservative approach to wise money management and will help identify issues that retirees are facing.

         Learn to seek maximization of your income and more from your investments, social security, and retirement plans. The course will also show how to protect your hard-earned assets from erosion due to inflation and the possible cost of long-term health care. Your registration fee includes a colorful in-depth workbook and Retirement Planning Data Form. The data form will help develop a written inventory of your assets, income, social security, and pension benefits.

 Everyone who attends will receive the quality workbook, confidential personal financial plan and home study materials. No specific products or services will be promoted or offered at the workshop. All classes are strictly educational.

 

 

Other classes offered:
 

  • Identity Theft Prevention Resolution
Description: An hour long class that provides valuable ways to protect your identity. The class includes up to date information on practical steps that will prevent identify theft in the future. 
 
  • Smart Women Finish Rich

Description: Smart Women Finish Rich is an Educational Workshop that provides you with steps to help you plan for your financial security and seek your dreams. These simple steps are designed to help you improve the financial quality of your life. Put your money where your values are! Figure out where you stand financially! Discover the power of the latte factor. 

 

  • How to Improve your Credit Score
Description: An hour long class that explains ways to help improve your credit score. Methods for credit score repair and maintenance are clearly explained so each individual will have an understanding of what to do with their credit score after the workshop.
 
  • Making your Money Work for You
Description: An hour long class that explains spending plans, loan repayment, and credit report reviews. The workshop is designed to motivate a person to plan out their finances so they can lay a great foundation for their future.

 

   

RJ Investment Strategies, LLC  7 West Square Lake Rd. Suite 124, Bloomfield Hills, MI  48302.  Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA/SIPC and a Registered Investment Adviser.  RJ Investment Strategies, LLC and NPC are seperate and unrelated companies.