Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement

Retirement Planning Today

If you would be interested in attending the next scheduled Retirement Planning Today® seminar, please contact us for details about the location and times: by phone at: (505) 345-6611 or (866) 551-6611 or: Send Steve an Email at smargulin@cfiemail.com

Retirement Planning Today® Seminar at UNM in Albuquerque, Fall 2014

  • Tuesday Classes:  October 21st and October 28th
  • Saturday Classes: October 18th and October 25th   

Retirement Planning Today® Seminar at CNM West-side Community College in Albuquerque, Fall 2014

  • Thursday Classes: October 16th and October 23rd
  • Saturday Classes: November 1st and November 8th

Retirement Planning Today® An Educational Course for Adults
Steve Margulin will hold a Fall Retirement Planning Today® seminar at UNM Continuing Education Conference Center in Albuquerque. The address is 1634 University Blvd. NE.
The course is six hours long, broken into two sessions. You’ll need to attend both sessions to hear all of the information presented.

There are two separate classes… MORE... 

 

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The Business Cycle

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Protecting Your Business from the Loss of a Key Person

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U.S. Personal Savings Rate

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Types of Stock Market Analysis

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Retirement Income and the Traditional Portfolio

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Putting a Price Tag On Your Health

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Protecting Your Business from the Loss of a Key Person

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Making Sense of U.S. Household Net Worth

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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