Brain Food - Personal Financial Planning

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Name: Brain Food - Personal Financial Planning
Date: January 27, 2010
Time: 8:30 AM - 10:30 AM CST
Event Description:
Personal Financial Planning
Presented by Tim Hakes, Keller Johnson, and David Pickett, Lawing Financial Group
January 27, 2010
8:30 to 10:30 am
 
There are several things we choose to do with our savings but most of the time, there are four places in the financial world our money will be delegated to:  emergency money, short term liquidity, long term money that we want to access before age 59 1/2, and retirement money. 
 
Learning Objectives:
  • What you should be contributing into your 401K
  • Get answers to your questions regarding Traditional IRA's vs. Roth IRA's
  • Get answers to your questions about tax reduction ideas or strategies
  • Find out about the IRS tax law changes for Roth IRA's conversions
  • Learn how to position yourself coming out of a recession

Tim Hakes joined Lawing Financial Group in 1997, where he now serves as a Vice President and leads the Investment Advisory Committee.  Tim is charged with reviewing market conditions, client portfolios, asset allocation models, and overall economic factors affecting investment returns.  He also obtained hs FINRA Series 7 and 63 licenses, and is a Registered Principal.

Keller Johnson joined Lawing Financial Group in 1998, where he now serves as a Vice President.  As Vice President, Keller plays a key role in investment planning with clients as well as the recruiting and training of new advisors.  He also obtained his FINRA Series 7, 6, 63, and 65 licenses.

David Pickett joined Lawing Financial Group in 2008, where he serves as a Financial Advisor.  Prior to joining Lawing Financial Group, David was a Senior Manager with a fortune 100 company where he worked for 20 years.  He also obtained his Series 7, 66, and Life, Accident, and Health licenses.

Location:
Chamber Board Room
911 Main St., 26th Floor
Kansas City, MO
Date/Time Information:
Starts: 0830am
Ends: 1030am
Contact Information:
Rebecca Herdman
phone:8163745472
fax:8162746472
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