2014-2015 PTOS Financial Planning Talk Series - Talk #5: Financial Management

PRESENTATION:

Wednesday, Aug. 27, 2014, 12 PM-1 PM

Randolph Conference Center – 1^st Floor

WebEx for the Presentation:  https://uspto-events2.webex.com/uspto-events2/onstage/g.php?t=a&d=648705788

·         Event number: 648 705 788, Event password: 12345 (teleconference only: 1-571-270-7000, meeting ID: 648 705 788)

Light refreshments will be provided to participants while supplies last.

Overview:

•  Ways to help your money work smarter and harder for you

•  How to estimate the amount of insurance protection you may need

•  The true cost of credit-card debt

•  Three critical components of a sound investment plan

•  Steps you could take to help manage taxes and potentially increase your net worth

•  How to calculate how much money you may need to retire

•  Important estate conservation strategies

***NOTE: Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.***

Hosted by: Patent & Trademark Office Society (PTOS) Education Committee For more info about PTOS Financial Planning Talks, contact  Karthik Subramanian, Angela Nguyen, or Tsung-Yin Tsai.

For more info about PTOS, visit www.PTOS.org.