Resources

Thank you for visiting our Resources page!

Click on the link below to download the presentation from the 2016 Women’s Symposium! 2016 PowerPoint. Do not hesitate to contact us if you would like to receive information on the following topic:

2018 PowerPoint

General Financial Planning:

  1. Creating a Financial Plan
  2. 9 Steps to Purchase a Home
  3. When Can I Purchase a Home Guide?
  4. Identify Theft Tips
  5. Security/Privacy and Website Tips
  6. Monthly Expenses/Income Planning Worksheet
  7. Understanding Beneficiary Designations
  8. How to Find a Certified Financial Planner
  9. Questions to Interview a Financial Professional
  10. Financial Planning
  11. Emergency Fund
  12. Managing Liabilities
  13. Your FICO Score
  14. Charitable Tool Boxes
  15. Family Wealth Education
  16. Financial Records Locator
  17. Annual Financial Check Up Checklist
  18. Templates for Know What and Where:                                                                                                               – Location Important Financial Documents                                                                                                     – Phone #’s & Logins                                                                                                                                         – List of Debt & Assets                                                                                                                                       – Insurance Coverage

Investing:

  1. Investment Mutual Funds
  2. Guide to Exchange Traded Funds (ETF)
  3. Guide to Municipal Securities
  4. Guide to Dollar Cost Averaging (DCA)
  5. Guide to Value of Asset Allocation
  6. Stock Investing Education
  7. Guide to Federal Deposit Insurance Corporation Insurance Coverage
  8. Turbulence, Perspective, and Opportunity
  9. Guide to U.S Government and Agency Securities
  10. Bond Laddering
  11. Risk Management

Tax Planning:

  1. Managing Capital Gains and Losses Investing
  2. Alternative Minimum Tax (AMT) and Individual Investor Tax Education
  3. Tax Pocket Guides (2016 & 2017)

Retirement Planning:

  1. IRAs & Roth IRAs
  2. Investing for the Long Term Educational Materials
  3. Social Security Resource Guide
  4. Social Security Statistics & Education as it Relates to Women
  5. Company 401Ks                                                                                                                                                     -401K, Roth 401K, IRA & Roth IRA
  6. Annuities                                                                                                                                                               – Fixed, Indexed, Variable, Immediate & Deferred
  7.  Income Planning  Click Here for Document
  8. Deciding to Retire Click Here for Assistance

Life Cycle Transitioning Topics:

  1. Death of a Spouse/Widow Checklist
  2. Divorce Navigating
  3. Divorce Checklist
  4. The Sandwich Generation Education
  5. Financial Consideration for those Caring for Children and/or Elderly Parents

Elderly Transitioning Topics:

  1. Creating Your Extended Care Plan and Funding It
  2. Selecting a Nursing Home
  3. Assisted Living Facility
  4. Care Giver Checklist
  5. Alzheimer’s Association Education & Statistics of Helping Loved Ones
  6. Long Term Care Insurance                                                                                                                                   – Traditional, Life/LTC Bundle or Prepay

Teaching Your Kids Values of Money and Goals:

  1. Helping Children Build Sound Financial Skills
  2. Family Wealth Education
  3. Know What, Who, Where & Goals Worksheets

Health & Insurance

  1. Health Reimbursement Arrangement (HRA)
  2. Medicare (A, B, & D)

Business Planning:

  1. Business Commerce
  2. Small Business Administration (SBA) Resources & Tools
  3. SBA Magazine
  4. Tools to Builds Stronger Management & Business Planning
  5. Small Business Loans- Access to Capital

College Funding Planning:

  1. An Introduction to College Financial Aid
  2. Funding College Options
  3. Uniform Gifts to Minors Act (UGMA)/Uniform Transfers to Minors Act (UTMA)
  4. 529 Plans

Estate Planning:

  1. A Guide to Estate Settlement
  2. Elder Financial Abuse Quick Reference Guide
  3. Community Property
  4. 5 Most Important Estate Settlement Planning Documents
  5. Important Contacts, Estate Planning Form, & Worksheet

Women Rights & Empowerment:

  1. Women Rights: UN Women National Committee U.S.A
  2. Mental Health Women Empowered

Women Centered Education:

  1. Women of Influence: tips for financial empowerment
  2. Financially Smart: Consumer Brochure

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Improving the quality of life, financial independence, and confidence of all women in Southern California.