Financial Wellness Workshops

Saving & Investing 20/20

In this powerful workshop, learn how to effectively set personal financial goals and how to work toward those goals. Discover many effective techniques for maximizing returns and minimizing risks. A mathematical model that helps participants understand what it takes to set and achieve retirement goals will be used. The model helps calculate how much total savings needs to be in place with existing pension plan benefits and 401k contributions.

Tax Favored Investing

It's been said; "It's not what you make but what you keep." With this thought in mind we review what drives tax rates and the future implications of possible tax increases to the financial plan. How is your money being taxed today and how will it be taxed in the future? Proper diversification will be discussed including asset allocation, risk tolerance, liquidity needs and tax liability. Several models for structuring financial portfolios will be introduced, as well as effective ideas for immediate tax reduction.

Sound Investing for the 21st Century

In this seminar, we use financial models to discuss investment strategy. Each investment has its own unique abilities, similar to the tools in a workshop. We will discuss the importance of building a strong foundation and we will review how conservative, moderate and aggressive investments can be best allocated. We will also discuss how Tax Deferred products and Dollar Cost Averaging can be best utilized in your portfolio.

Customized by Request

In addition to our core financial wellness workshop series, Kaneski Associates is prepared to develop and present workshops tailored to the specific needs of your organization, such as debt management or techniques for paying off student loan.