We make your financial success personal.
Financial Planning Seminars
Over the past three decades, Fragasso Financial Advisors has provided educational financial planning seminars to local universities, corporations and organizations. The classes provide attendees with valuable information about retirement planning, estate planning, debt, education funding, stocks, bonds, asset allocation, inflation and many other pertinent topics. As part of the seminars, each attendee has the option to create his or her own financial plan.
Fragasso Financial Advisors conducts the Financial Planning Seminars at a variety of locations. The seminars are developed by Bob Fragasso, CFP®, CDP, president of Fragasso Financial Advisors and are led by Bob and the senior consultants at Fragasso Financial Advisors.
You Will Learn
- How to save and invest
- How to potentially lower your taxes
- How to reduce insurance costs
- How to create a plan to work toward your financial goals
- How to preserve your assets for your spouse, children and grandchildren
- How to use proper asset allocation to match your life goals
- How to plan for retirement
- How to fund college costs
You Will Receive
Financial guidance to help you move toward your life's goals.
Helpful, clear guidance: Each seminar includes a workbook to guide you through the material. This workbook contains real life examples and illustrations to make the financial and investment strategies easier to learn.
Forms to help advance the process: You will also receive a Life Goals Data Form that you may complete as an optional homework assignment. This questionnaire is used to construct your own personal financial plan with no mention of specific products or services.
For an informational packet or a no-cost, no-obligation consultation, please contact a Fragasso Financial Advisors financial consultant at 412-227-3200 or by clicking here .