Friday, February 19th, 2010
This is the topic of next week’s (Tues Feb 23rd, 2010) ‘Coffee Talk’ call. The information is Free, with no obligation on your part.
Thanks to the economy and 2008 Market Meltdown we are getting more and more questions about ‘helping’ (financially) family members, especially grown kids.
I’ll be discussing some:
1. Real life examples (details etc. changed to protect confidentiality) where it makes sense to step in and ‘help out’.
2. How to set things up so those you choose to help don’t suffer a blow to their self worth, self esteem and independence. And how to avoid family squabbles.
3. I’ll explain why we’ve recommended NOT helping out in other situations, even though you could afford to financially.
4. Some mistakes we’ve seen that could create a financial disaster…for You!
And…we’ll be here to answer any questions you may have about this… or any other financial matter.
Call starts promptly at 9am & will run no longer than 30min.
Special Conference Call #: 1-800-304-3172
Access Code: 825218#
(It’s OK if you Forward this to a few of your friends and business associates. They might find the call interesting and helpful too)!
Hope to ‘See’ you next Tuesday!
Brian Fricke, CFP
Author – Worry Free Retirement
Top Wealth Manager 2004 – 2009 -Wealth Manager Magazine
Top Financial Planning Firm – Orlando Business Journal
Email: bfricke@fmcretire.com
Web: www.brianfricke.com
Facebook: Facebook.com/Brian.L.Fricke
Twitter: Twitter.com/BrianFrickeCFP
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***Listen To Last Week’s Call***
If you missed Last Week’s Call “Can Your Money Market Fund Stop You From Withdrawing Your Money” the digital Audio can be found here or you can Click on the link below to listen to the audio.
http://www.brianfricke.com/conference-calls
Tags: brian Fricke, certified financial planner, finance, financial advisor, Financial Management Concepts, financial planner, Financial planning, retirement, retirement planning
