Seminars

OPEN HOUSE !!!

You Are Invited

Mark your calendars and bring a friend!
Food, Gifts and Door Prizes

Thursday, September 16, 2010
1:00 PM to 7:00 PM

A to Z Financial Planning LLC
7071 S 13th Street, Suite 104
Oak Creek, WI 53154

RSVP or Just Stop In!!!
414-856-9800
Laurie@a2zplanning.com

The building is located on the northwest corner of South 13th Street and
West Rawson Avenue (across from Burger King), just east of I-94 at Exit 320.

Congratulations on your engagement! It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say "I Do", you will have created a finanacial partnership. It is important to talk about your financial assets and liablilities. It will take time and effort to understand each other's views and goals about your finances. Do you know if your fiancé is a spender or a saver?

Learn the Eight Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

We often wonder what the future holds for us. Yet with so many conflicting priorities to address today, it is easy to put off thinking about and planning for our own future needs. That is what this seminar is about; it will help you to better understand the many issues surrounding Long-Term Care and the potential impact on people’s financial security and quality of life. If the need arises, how will you meet the financial challenges of Long-Term Care?

Everyone who attends will receive a free DVD “Who Cares? by Kiplinger Personal Finance, brought to you by John Hancock and a Long Term Care workbook.

Speaker:       Michael Smith, LUTCF
                    President, CPS Horizon Financial Group

Date:             Saturday, April 10, 2010

Time:           10:00am-11:30am

Location:     Associated Bank Building
                     Lower Level Conference Room
                     4811 S 76^th Street
                     Greenfield WI 53220

RSVP: call 414-282-7568 or e-mail: admin@a2zplanning.com

Bring a Friend. If you know of anyone who would benefit from this seminar – please pass this information along to them or bring them with you.

There is no charge for attendance at this seminar, which is being sponsored by Laurie Aleksandrowicz, A to Z Financial Planning LLC. Laurie has been named a Five Star Wealth Manager for 2010 by Milwaukee Magazine.

Are you eligible to convert your traditional IRA to a Roth IRA? Learn the pros and cons about an IRA conversion to a Roth IRA and the special opportunity that applies only to conversions made in 2010. You can be retired and still convert a traditional IRA to a Roth (you need earned income to contribute to an IRA). Bring your questions about your 401(k), Simple IRA or other retirement plan accounts and learn some of the basic strategies.

Speaker: Laurie Aleksandrowicz
Financial Advisor

Dates: Thursday, January 21, 2010 or
Tuesday, March 23, 2010

Time: 6:30 pm – 8:00 pm

Location: Franklin High School Library
8222 S 51^st St
Franklin, WI 53132

Congratulations on your engagement! It is important to plan for your wedding day, but even more important to plan for the years that follow. After you say “I Do”, you will have created a financial partnership. It is important to talk about your financial assets and liabilities. It will take time and effort to understand each other’s views and goals about your finances. Do you know if your fiancé is a spender or a saver?

Learn the 8 Financial Steps for Newlyweds which includes a spending and savings plan, understanding credit cards, why your FICO score is important, investing for the future and much more.

Speaker:    Laurie Aleksandrowicz
Financial Advisor

Date:          Thursday, February 25, 2010

Time:          6:30 – 8:00 pm

Location:    Franklin High School Library
                  8222 S 51^st St
              Franklin, WI 53132

Did you know there are over 330 senior care and housing communities in the Metropolitan Milwaukee area…offering different types of retirement or assisted living? So how long would it take to work through this maze…learn about the differences between the communities, locations, costs, services and then also take a virtual tour of any community…months, weeks, days? Actually, all this can now be done in minutes with a state of the art program called Senior Referrals…a service provided cost free to senior adults.

It has been said that “knowledge is power”. If you have a senior in your life, this is an opportunity for both of you to get answers to your questions before you are in a situation where time and your choices are limited. This can lead to not receiving the level of care needed and paying more because you did not plan ahead. Instead of researching the yellow pages and then spending weeks or days driving around to view what is available, take a few minutes now to get your questions answered.

Speaker:    Vicki Henning, Director, Client Relations
                  Senior Referrals

Date:          Saturday, February 20, 2010

Time:        10:00am-11:30am

Location:    Associated Bank Building
                   Lower Level Conference Room
                   4811 S 76^th Street
                   Greenfield WI 53220

RSVP: call 414-282-7568 or e-mail: admin@a2zplanning.com

Bring a Friend. If you know of anyone who would benefit from this seminar – please pass this information along to them or bring them with you.

There is no charge for attendance at this seminar, which is being sponsored by Laurie Aleksandrowicz,
A to Z Financial Planning LLC.

While many pre-retirees plan and calculate their financial resources to ensure an adequate nest egg to fund their retirement, almost none invest time and energy planning the nonfinancial aspects. This interactive workshop, for those contemplating retirement, examines eight key elements that ensure that your retirement decision is not only financially viable, but emotionally and personally satisfying as well. You’ll explore such questions as “How will I spend my time when I’m no longer working full-time?” How will my family and social relationships change?” “What is my attitude toward the transition to retirement?”

Speaker:       Theresa Bellone
  Retirement Lifestyle Consultant

Date:             Saturday, January 23, 2010

Time:            10:00am-11:30am

Location:      Associated Bank Building
                     Lower Level Conference Room
                     4811 S 76^th Street
                     Greenfield WI 53220

Theresa Bellone is a retirement lifestyle consultant specializing in assisting persons with planning for retirement. The National Council on Aging has trained Theresa to present retirement planning workshops which focus on non-financial issues surrounding the decision to retire such as the importance of planning, the wise use of time, relationships, leisure activities and housing. She has over 25 years of experience working in the aging field working both directly with retired adults in a community center setting as well as with providers of services to older adults.

Previously she was the director of the Center on Aging at UW-Milwaukee where she provided cutting-edge courses, workshops and conferences for multi-disciplinary professionals working in the field of aging. Her undergraduate degree is in Recreation Management and her master’s (MS) is in Administrative Leadership – Adult Education She had previously been very involved with an interagency group (The Mature Worker Committee of Greater Milwaukee) dedicated to the needs of older workers in Southeastern WI.