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Valley National has qualified speakers to present educational programs
that will increase the awareness of your members, satisfy common concerns,
or offer timely information on topics including but not limited to:
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- Protect Your Financial Security
- Cash Management-savings strategies
- What are stocks, bonds, or mutual funds?
- Common errors when preparing your tax returns
- What are some of the risks of investing or not investing?
- What are capital gains versus ordinary income taxes?
- Rent versus home ownership
- Buy versus lease a car
- Saving for college
- Saving for retirement
- Individual, Roth, and Education IRA's
- Refinance a Mortgage?
- Educating your children on how to start investing early
- Evaluating daycare centers
- Evaluating nursing homes
- Screening of continuing care communities
- Term versus Permanent versus Group Insurance
- Importance of having a Will and a Durable Power of Attorney
- Long-term Care Insurance
- IRA rollovers
- Using a reverse mortgage
- Pension maximization
- Social Security and Medicare
- Taxable versus tax-exempt versus tax-deferred investing
- Gifting
- Credit Shelter Trusts
- Managing lifestyle changes: Employment changes
- Managing lifestyle changes: Divorce
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Securities offered
through Valley National Investments, Inc. -
an independent broker/dealer and member NASD and SIPC.
Valley National Financial Advisors is the marketing name
for the Valley National Group, Inc. and its affiliates. |
