Classes

FPFE has local Chapters across the country, and provides workshops covering various topics related to personal financial planning and financial well-being. Information is continually updated to stay current with the times, and all of our workshops are conducted by seasoned professionals who have established themselves in their respective field, and are experienced and comfortable with public speaking.

Each workshop is conducted at your location and lasts approximately one hour, with 45 minutes of topic discussion, and another 15 minutes dedicated to Q&A. Although our workshops are typically delivered to organizations as a series of six or eight organized topics, one workshop conducted each month over a six or eight month period, we are able to customize a schedule to meet the needs of your particular organization or group. Typically, organization’s start with the “Fiscally Fit Series” described below in the first year. After the first year of classes, HR’s will pick and choose the classes they prefer to conduct, or re-start the Series from the beginning. Enroll your organization in the “Fiscally Fit Series” today!

NOTE: Classes may vary from Chapter-to-Chapter throughout the country. Be sure to check with your local FPFE Chapter to see which classes are available for your organization! Call your local FPFE Chapter!

The Fiscally Fit Series – view class descriptions

Monthly Workshops – Six Workshop Series Example:

Getting Fiscally Fit
Estate Planning
Home Ownership & Financing
Retirement Planning – First Class or Coach?
Home & Asset Protection
Real Estate Today

The “Fiscally Fit” Series of Financial Planning workshops

Getting Fiscally Fit

This class will provide a broad overview and introduction to sound financial management. We will review the roadblocks that keep us from reaching our goals, as well as discuss the various options for overcoming those roadblocks.

Topics include:

Basic Cash Management
Accumulating Wealth
Financial Hurdles
Importance of Planning

Estate Planning

Learn strategies to reduce estate taxes, ways to keep your family out of Probate court, and how to insulate your kids’ assets from their future creditors. Understand why titling real estate in “Joint Tenancy” may not be best if you are married and how to avoid Capital Gains Tax by titling your home properly. Will a court allow your family to sell your house if you have become incapacitated? Who will take care of my children when I am gone? Which is better a will or a living trust? When do I need a living trust? We’ll answer these and other important questions in this informative workshop.

Home Ownership & Financing

For most of us, our homes are the single largest investment we’ll ever make. Because the tax code heavily favors homeowners, this class will help attendees understand the importance of home ownership, and provide a step-by-step map of how the purchase process works. Due to recent market turmoil and increasingly complex home-financing terms, we will also shed some light on common myths associated with buying a home. Ideal for first-time home buyers, we’ll break the process down in simple terms, and teach your organization an easy-to-remember method of what is most important to sellers and creditors.

Retirement Planning – First Class Or Coach?

Are you prepared? Whether you’re 10 days, 10 months, or 10 years away from retiring, there are a number of key issues to address before you can make that move. You must be prepared for one of the biggest transitions of your life. This class involves a thorough review of retirement planning and the obstacles that can keep us from reaching our goals. We will review the various retirement plans available to us as well as a look at whether or not we are on track for the type of retirement that we are hoping for.

Home & Asset Protection

Explore different ways to protect your assets from your existing or future creditors. We will review how properly insuring and titling your house and car can protect your family. We will discuss use of umbrella policies and strategies to preserve assets for your heirs, and find out to what extent our spouses are liable for our debts. Learn how wealthy individuals use LLC’s, corporations, and trusts to protect their assets from liability and taxes.

Real Estate Today

If you own a home, or are considering purchasing a home in the near future, don’t miss this very popular interactive forum discussion. This is a classroom style workshop where we explore practical information for buyer’s and seller’s to apply in today’s real estate market.

Topics include:

What is negotiable in a real estate transaction and what is not
The roles and costs of title and escrow
Which loans are best for today’s market
How do I pay the least, and get the most?

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Additional Financial Planning Workshops Include (options may vary from Chapter to Chapter. Check with your local FPFE Chapter to see which classes are currently available):

Wealth Management Pitfalls

You’re smart. You’re well-educated, and you’re doing well in life. Then why are you so worried about losing it all? Or worse yet, maybe you aren’t worried and you should be.

In this class, we’ll take a look at some of the biggest pitfalls on the road to wealth. If you’re truly going to be successful, you’ll need to navigate carefully through the many hazards along the way.

The 10 most common wealth management pitfalls include: leaving assets unprotected; managing cash flow; mismanaging debt; neglecting your finances; choosing the wrong investment strategies; mismanaging windfalls; failing to maximize retirement plan benefits; drawing down assets in retirement; failing to plan your estate; leaving heirs unprepared.

The Three P’s Of Real Estate

Finding qualified buyers and selling your home can be extremely challenging in today’s market. This class will help employees avoid losing thousands of dollars in price reductions, and provide a step-by-step process of how to add 10% or more to the price of a sale. We’ll also take a look at the market today, and provide a map of where the market is likely to be headed.

Financial Planning For Executives

In a recent survey conducted by a nonprofit business and technology research organization, a large majority of business owners and corporate executives are not achieving their personal financial goals despite the successes of the company they work for. The survey revealed that business owners and executives are often under the false illusion that their personal financial goals will be achieved if their company is successful, and this belief frequently results in the executives following inadequate advice when managing their personal finances. Learn advanced planning techniques commonly used by corporate executives and business owners.

Advanced Estate Planning Strategies

In this class we will cover some of the common issues facing executives and high-net worth individuals:

Planning for the Marital Deduction in Uncertain Terms
The Current Status of Family Limited Partnerships & LLC’s
How to Make Gifts and How Not to Make Gifts
Keeping Beneficiaries Happy When Administering Trusts
Estate Planning for Non-Traditional Families

Real Estate Investments – The 1031 Exchange

A practical guide to executing a 1031 exchange, which allows taxpayers to defer all of the capital gains taxes resulting from the sale of investment property, when they use a qualified intermediary, follow the IRS guidelines, and use the proceeds of the sale to buy more investment property within 180 days of their sale.

Advanced Property Tax Savings Strategies

Learn these little known strategies for holding and transferring real property, and you could save thousands of dollars for you and your family.

Insurance Planning Strategies Used In Estate Planning

Asset Allocation

The proper use of investments is the key to this extremely important workshop. Participants will learn how to invest with maximum return, minimum exposure to risk, and complete integration with the tax laws.

Among the questions we will address:

Is your portfolio or retirement plan on track to meet your goals?
Given the recent market turbulence, has your portfolio performed as expected?
Do you have a defined strategy for investment selection?
How much should you have in stocks, bonds, cash, & real estate?

This popular class will review modern portfolio theory and sound investment planning.