Financial Management

Research has shown that the vast majority of millionaires are fastidious planners, budgeters, and investors. They set a goal, make a plan to reach that goal, then work hard to make it happen.


We want to show you how to develop a sound financial strategy — one that covers all the financial bases, from insurance to investing to estate conservation.


At this educational presentation, you will learn:


• A six-step plan for financial success

• How to estimate the amount of life insurance you really need

• The true cost of credit-card debt

• Three critical components of a sound investment plan

• Steps you can take to help manage taxes

• How to calculate how much money you’ll need to retire

• Important estate conservation strategies


Everyone who attends will receive a full-color, 20-page workbook on financial management. This valuable resource contains a wealth of information — including exercises and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.


Financial Management

sponsored by

 Principal Financial Group


will be held on

Thursday, May 14th

from 4:30 – 6:00

at Platinum Bank in Oakdale, MN.


Reserve your seat and your full-color workbook today!

Name Sales End Price
General Ended Free

On the Web

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