Workshops hosted by Va Tech
For more information or to enroll in the class please clink the link: www.hrc.vt.edu
Managing Financial Assets in Today’s Economy
About this Course
Key Strategic Financial Issues
Do you feel secure in your ability to manage and protect your assets and develop a contingency plan in the event of a market decline? Are you interested in investing or would you like to be more comfortable making investment decisions? Do you feel adequately prepared for yourchildren’s college education? Have you begun planning for retirement or do you know how to begin? These questions and many others will be addressed for you in this important and timely class designed to increase your knowledge and skill regarding the management of your income and assets. Each topic will be covered in an objective format using current data that may be applicable to your personal financial status and will help you maintain or prepare for financial independence.
Classroom Format
This class will be taught in an open, interactive format demonstrating sound financial management practices
using examples, case studies, multi-media tools, and current publications to support the theory. The full day
class will include instructional time, refreshment breaks,lunch breaks, take home materials and opportunities to
personally interact with the instructor. The evening classes will also include instructional time, refreshment
breaks, take home materials, and opportunities to interact with the instructor.
Planning Workbook
Each participant will receive a comprehensive planning workbook that details all the course topics; Risk
Management, Investment Concepts, Retirement Income Planning, Tax Strategies, and Estate Planning. This
valuable tool will eliminate the need for extensive notetaking and allow you to take all presented information
with you.
Course Topics
Risk Management
Loss of Life
Loss of Income
Loss of Assets
Lawsuits
Investment Concepts
Rules for Successful
Investing
Dollar Cost Averaging
Understanding Portfolio Performance
Today’s Bear Market
Retirement Income Planning
Roth IRA/Roth 401(k)
Required Minimum Distribution
Penalty Pre 59 1/2 Distributions
Tax Strategies
Tax Diversification
Taxable
Tax Deferred
Tax Free
Estate Planning
What’s included In Your Estate?
IRA Assets after Death
Taxable Estate
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