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WORKSHOPS & SEMINARS

WORKSHOPS

  • Retirement Planning
  • Financial Management
  • Careers in Transition

SEMINARS

The Basics

  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning

Topics of Narrower Focus

  • Asset Allocation/Portfolio Design
  • All Weather Strategies for Stock Investing
  • Bonds/Fixed Income
  • Caring for Elderly Loved Ones
  • Enhancing Retirement Income with Annuities
  • Five Most Common and Costly Mistakes when Planning for Retirement
  • Funding for a Child’s Education
  • Investment Planning Fundamentals (Novice/Intermediate)
  • Investment Planning for the Knowledgeable Investor
  • Investment Strategies for Tomorrow’s Retirees (Within 10 years of retirement)
  • IRAs: Traditional, Roth, Stretch
  • Long Term Care/Elder Law Issues
  • Mutual Funds: Is Your Portfolio Making the Grade? (Benchmarks and How to Evaluate)
  • Nine Big Investor Mistakes When Saving for Retirement
  • Planning a Secure Retirement : The Big Picture
  • Retirement Distributions and Their Tax Consequences (Retirement Income Planning)
  • Retirement Planning - Early Career/Mid-Career/Late Career (Separate seminars)
  • Retirement Planning Across the Ages (Millennials, Generation X and Y, Early and Late Boomers)
  • Six Easy Steps to an Effective Estate Plan (Estate Planning Basics)
  • Strategies for Building a Stronger Portfolio
  • Social Security
  • Medicare
  • Tax-Efficient Investing
  • Making the Most of Your 401(k)/403(b)

Specialty

  • Behavioral Finance: How People Make Decisions About Money and Applications for Better Decision Making
  • Buying/Refinancing a Home (Presented as two part series with Neighborhoods Overview)
  • Executive Planning
    • Corporate Stock Options: Effective Strategies for Option Holders
  • Planning for Children/Dependents with Special Needs
  • Post-Retirement Planning (for Retirees)
  • Raising Money-Smart Kids (Cash & Kids)
  • Retirement and Estate Planning for the Highly Compensated Employee
  • Taxation Issues in Retirement and Estate Planning for Foreign Nationals
  • The Power of Age: Quality of Life Issues in Retirement
  • Year-End Income Tax Planning

WORKSHOPS use a lecture/roundtable discussion format and cover 6 -14 hours of instruction. They include a workshop binder, customized with sponsor logo.

SEMINARS are 60-minute presentations. All can be presented as "Lunch & Learn" seminars. We will present to accommodate corporate schedules, including shifts. All include supplementary handouts and promotional materials for HR use. Presentations are customized to meet needs/interests/level of sophistication of the group.

For more information on any of our presentations, or to discuss how your company or organization can partner with Fusco Financial to bring customized financial education to your members or workforce, please contact Kevin Fusco at 410.296.5400 x109 or kevin.fusco@fuscofinancial.com.



Workplace Education

505 Baltimore Avenue // Towson, MD 21204 // Phone: (410) 296-5400 // Toll-Free: (800) 810-6650 // Fax: (410) 296-7800 // Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fusco Financial Associates, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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