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cps         Understanding & Optimizing Your Investment Choices
  • This 15 hour seminar will explain very low maintenance, successful investment techniques that historically has produced average annual returns of 10 - 30%. Participants will perform in-class exercises where they will learn how to choose the best mutual funds and stocks for their 401K, IRA and Roth IRA.
  • The cost for this class is $499/student

    Advanced Investment Methods

  • This 15-hour seminar will explain how to protect your investments in an up or down market. Participants will learn how to use seasonality, sector funds and widely-held stocks to design an investment portfolio within their company investment plan and outside standard brokerage accounts
  • The cost for this class $499/student

        Cashing Out - Protecting Your Investment in Retirement
  • This 16 hour seminar will explain multiple options for individuals nearing retirement.  Participants will perform in-class exercises where they will learn how to evaluate 401k rollovers, tax strategies, early withdrawals and IRA beneficiaries. In addition they will learn how to evaluate and manage investment risk in retirement.
  • The Cost of this class is $599/student

Call (850) 267-0992 - to set up a meeting with our team of specialists


 
EIS@PROVIDE.NET

755 Grand Blvd.
Suite B 105-319
Destin, FL 32550
Tel: 850-267-0992