The 2012 Financial Workshop Series

For individuals

March 29th

Topic: Long-Term Care Insurance
           Information to help you with a complicated decision

            
April 26th

Topic: The potential for Tax-Free Retirement Income*
            Strategies for potential tax-free income sources for your retirement

May 24th

Topic: Organizing Your Estate
            A checklist of essential items you should have in place now

 
       
September  20th

Topic: Retirement Income Planning*
           Financial risks that may jeopardize your retirement and ways to help minimize them

November  3rd

Topic: Defensive Driver Course (9am – 3:30pm)
           6 hour NY State course that qualifies for discount off your auto insurance

For business owners

February 28th

Topic: Credit Card Processing
           Are you paying too much in fees? Find out in this session

May 10th

Topic: Group Health Insurance
           Health care reform & strategic planning initiatives

June 21st 

Topic: BusinessKillers*
           The six things that can destroy your business

October 18th

Topic: Fraud, Risk & Prevention
           What owners need to be aware of to help reduce the risks

Seating is limited since these will be small work shops and reservations will be first come, first served. If you are interested in attending any of these workshops please email Dale Mullin at dlmullin@wdrcpa.com  or call our front desk at 792-0918 as soon as possible.  Each of the workshops will be held from 5:30-7pm, except the 6 hour defensive driver course (see times noted).  There is no charge for any of the work shops, which are scheduled to be held at the WDR office in Queensbury, NY, although workshop locations are subject to change.

*Dale L. Mullin, Nicholas G. Taylor LUTCF, and Nicholas G. Taylor, Jr. are Registered Representative and Investment Adviser Representatives of Equity Services, Inc., Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 28 Corporate Drive Suite 100 Clifton Park, NY 12065, (518) 688-2223.  Taylor and Leonard Insurance & Financial Services and Whittemore Dowen and Ricciardelli are independent of Equity Services, Inc. TC66265(1211)