Improving Your Personal Fiscal Fitness
500 Personal Fiscal Fitness: The Critical Components of a
Financial Plan
Find out where you stand in relationship to your wealth accumulation, retirement funding, estate planning and financial goals.
Instructors: Robert A. Arthur, Vice President & Trust Counsel, Enterprise Trust
Wendy L. Van Ronzelen, Vice President, Enterprise Trust
Session Date: Wednesday, November 17, 2010 - 8:00 AM - 10:30 AM - Eller Hall
509 Pre-Retirement Planning
Retirement planning does not start or end as you near or begin your retirement - it is an ongoing process that you need to maintain in order to meet your goals. A sampling of the questions to be answered during the program include:
- When should I begin my retirement planning process?
- How much money will I need to retire?
- What impact will inflation have on my retirement?
- What about medical expenses?
- What can I expect from Social Security?
Instructors: Michael S. Weisman, CFP®, President, Wealth Products Group
Enterprise Bank & Trust
Marti A. Gurley, Sr. Vice President & Trust Council, Enterprise Trust
Social Security Administration Representative
Session Date: Wednesday, October 20, 2010 - 4:00 PM - 6:00 PM - Eller Hall
517 Creating and Maintaining an Investment Portfolio
in the "New Normal"
What are your investment objectives and is your portfolio positioned to meet those objectives? How much risk should you take? How much income and growth do you need? In a post-2008 world the answers to these questions have changed. We live in a "New Normal" as it relates to investment return expectations. You will learn what worked, what didn't and what we think will work going forward. You will learn the basic principals of portfolio construction and ongoing maintenance.
Instructors: Drew McLaughlin, CPA, Vice President, Client Advisor, Enterprise Trust
Steven R. Middendorf, Vice President, Sr. Portfolio Manager, Enterprise Trust
Session Date: Wednesday, September 22, 2010 - 8:00 AM - 10:00 AM - Eller Hall
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