World Equity Group welcomes you to our fun and successful method of learning how to control your financial future. Listed below with a brief overview, are our most popular educational seminars. We run seminars throughout the year in various parts of the nation.

One very exciting and beneficial result of attending our seminars is our Next Level program. Simply stated we understand that education is truly a wonderful thing, however, without practical application of the principals and ideas that you have just learned; the very reason for attending in the first place can and often be shelved “for later”. Therefore, we offer you the opportunity to take your knowledge to the Next Level. Following any of our seminars we will sit down with you and as a team, build a personalized Wealth Management Plan – applying the very strategies, ideas and knowledge that you have just learned. There is no cost for this service.

Can’t attend a seminar? No problem! In the event you can not attend a seminar but would like to utilize our knowledge and experience we will gladly sit down with you and from your input build a personalized Family Wealth Care Plan tailored to your wants, needs and risk tolerance. If you belong to a an organization and have a particular topic that you would like addressed or have a group function in need of a guest speaker we are available! Please email rich@worldequitygroup.com with your request. There is no cost for this service.

This exciting course covers the key concepts and practices of wise money management. Learn how to maximize your retirement income, avoid unnecessary financial risks, and plan for your future financial security. Areas of discussion include types of risk, income and equity investments, taxation of social security benefits, long-term care, and estate planning.

Highlighting the seminar is the development of your own personalized financial plan suited to your income, assets, and objectives. One workbook per registration will be included.

Few people plan to fail, rather they fail to plan for financial security. This class covers important money management concepts with practical, easy to understand language, and it uses examples you can put into practice. Key topics include investment basics and products, lowering your income taxes, developing a personal financial plan. The class is taught by professional financial planners; however, no product or investments will be promoted or offered. Fee provides written course workbook and study aids.

In four exciting sessions, the Financial Strategies for Successful Retirement Seminar introduces you to the key concepts and practices of wise money management for retirement. You’ll learn how to generate a steady income, protect your assets from erosion, minimize taxes, and provide a secure retirement for yourself and your spouse. This seminar is designed for retired individuals and couples, and those planning on retiring in the next five to ten years. You will also learn how to make the best use of your employer’s retirement plan, evaluate lump-sum distribution options, and reduce estate taxes through proper estate planning. You’ll learn about various types of investments such as municipal bonds, tax-deferred annuities, and money market funds. In addition, we will cover Social Security, Medicare, and ways to provide for the cost of potential long-term health care. You’ll learn about diversification and asset allocation to properly position your assets according to your objectives, risk tolerance, and prior investment experience.

Gain a better understanding of the financial issues regarding divorce and widowhood, including social security, taxes, alimony, child support and life and health insurance. A 150 page workbook provides step-by-step worksheets for cash management, net worth calculations, college funding and retirement funding calculations.

This is a fantastic course that focuses on early retirement. New tax laws have created moneysaving opportunities that we have not seen before. Learn how to keep more of what you earn! In this comprehensive retirement planning course, we will show you how to:

• Create a plan to retire early
• Reduce your insurance costs
• Allocate your assets to maximize returns and minimize your risk
• Determine which retirement plan distribution option is right for you
• Protect your assets from long-term health costs
• Maximize your Social Security benefits
• Avoid 9 common retirement pitfalls

Over four nights, the Financial Management Workshop will introduce the fundamentals of practical money management. You will learn about the foundation of investments, including CD's, stocks, bonds, mutual funds, and annuities. You will also learn which investment vehicles are best suited for your retirement goals, how to minimize taxes, and the impacts of compound interest and inflation. Sources of retirement income will also be discussed, including government sponsored programs (Social Security), employer sponsored retirement plans (401(k), 403(b), etc..), and personal investments such as IRA's. You will also learn about the importance of diversification and asset allocation within your portfolio, and also how to properly pass assets to beneficiaries through estate planning. In addition, new tax laws will be discussed and how they will affect individuals of various income levels.

Highlighting the seminar is the development of your own personalized financial plan suited to your goals, time horizon, assets, and risk tolerance.

Seminar Schedule:

For more information or to receive a current schedule, including date, time and location please contact Rich Babjak:

rich@worldequitygroup.com
847-342-1700
800-765-5004