2009 Financial Education Workshop Schedule
Knowledge + Action = Power

The last year or so has been very difficult for many people. Some have seen their 401K balances drop substantially. Others have seen their personal investment portfolios drop significantly and swiftly as if there was no rock to hide under. Many people will need long-term care services for their parents or themselves having no idea what services are provided, what it costs, how to pay for it and where they can go for advice they can trust.
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Long-Term Care: Impact on the Family
Thursday, 6/25/09, 2:00-3:30 / 5:30-7:00 pm
Thursday, 8/27/09, 2:00-3:30 / 5:30-7:00 pm
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The New Financial Landscape
Thursday, 7/23/09, 2:00-3:30 / 5:30-7:00 pm
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5 Fundamentals of Successful Wealth Management
Thursday, 9/17/09, 5:30-7:00 pm
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2010 Roth IRA Conversation Opportunity
Thursday, 10/15/09, 5:30-7:00 pm
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Navigating Through Today's Market
Thursday, 11/12/09, 5:30-7:00 pm
Enroll Now!

At Financial Design Group we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service.

We Provide Quality Individual and Business Financial Planning.


Financial Solutions
Business Solutions
Retirement Services
Estate Planning
Protection Planning


Click here for a full listing of Products and Services we offer.

Is A Career As A Financial Planner Right For You?

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

More Newsletters →

July 05, 2009 @ 01:19 PM

Dow Jones Industrials 8,280.74- 223.32
Dow Jones Transportation 3,158.74- 119.69
Dow Jones Utilities 350.69- 10.96
Nasdaq Composite 1,796.52- 49.20
Nasdaq 100 1,446.28- 35.06
S&P 500 896.42- 26.91
S&P Mid-Cap 400 565.03- 19.21
S&P Small-Cap 600 263.12- 11.11
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
AMEX Composite 1,567.05- 26.32
10 Year Treasury Note 3.50- 0.05
Wilshire 5000 9,201.07- 276.51

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