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 or 5:30-7:00 pm
Thursday, 8/27/09, 2:00-3:30 or 5:30-7:00 pm
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The New Financial Landscape
Thursday, 7/23/09, 2:00-3:30 or 5:30-7:00 pm
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
Enroll Now!
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?

Finding a career for
your life
A career with
no limits
Discover the greater
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Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

More Newsletters →

February 08, 2010 @ 05:27 PM

Dow Jones Industrials 9,908.39- 103.84
Dow Jones Transportation 3,792.89- 29.31
Dow Jones Utilities 365.63- 3.82
Nasdaq Composite 2,126.05- 15.07
Nasdaq 100 1,734.88- 11.24
S&P 500 1,056.74- 9.45
S&P Mid-Cap 400 692.52- 4.57
S&P Small-Cap 600 311.95- 3.38
Russell 2000 586.49- 6.49
NYSE Composite 6,713.87- 68.88
AMEX Composite 1,766.14- 3.44
10 Year Treasury Note 3.56- 0.04
Wilshire 5000 10,913.86- 91.70

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