FAM wealth managers and financial planners are available to present to groups of any size on a number of financial topics:
- Cash flow and debt management
- Education funding
- Retirement planning
- Estate planning
Take a look at a preview of FAM Corp’s new three-part educational series created by Valerie Adelman, CFP®, “From Financially Insecure to Financially Secure: A Roadmap for Women.”
- Students: A Guide to Investments & Retirement
It's never too early for kids to learn about the importance of investing and the value of starting a savings plan in their younger years. This presentation offers highschool age students a primer on the time value of money and how to get started in investing in mutual funds.
- Tax Deductions for Small Businesses
If you own a small businesses, are you sure you're taking all the tax deductions you can? Take a look at this quick list of considerations you should be aware of and what actually qualifies you in the IRS's eyes to be a small business.
- College Planning 101
Planning to fund higher education is something that most families will want to consider at some point - whether it be for a child or an adult spouse going back to school. It's important to know what your options are and which ones are right for your family situation.
- Invest in Yourself: Action steps & tips for planning your financial future
Due to market conditions and changes in employer sponsored retirement plans, Gen-X and Gen-Y individuals will be faced with a shorfall in retirement savings if they don't become active participants now in planning for their financial future.
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