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Neighbor News

FREE Financial Literacy Seminar (3/21 and 4/24)

Representatives of the World Financial Group, Subsidiary of TransAmerica will conduct a Financial Literacy Seminar for our community!

Representatives of the World Financial Group, Subsidiary of TransAmerica will conduct a

Financial Literacy Seminar for individuals and families
Monday, March 21 at 5:45 - 6:45PM and Sunday, April 24 at 1:30 - 2:30PM

Location:Memorial Tabernacle Fellowship Hall, 5801 Racine Street, Oakland, CA 94609(Corner of 58th Street and Telegraph Avenue)
Cost: FREE
Register: https://financialliteracyseminars2016.eventbrite.com


Learn:

Find out what's happening in Rockridgefor free with the latest updates from Patch.

    • The Three Rules of $
    • Rule of 72
    • How Money is Taxed and How to Avoid These Taxes
    • Next Steps to Setup Your Will, Living Trust and Estate Plans
    • And more...

Get Your Questions Answered: Below are the questions a WFG associate should be able to help you answer during a financial needs analysis:

    • How do I create a workable savings strategy that I can stick to?
    • What goals should I set, and how much do I need to save to reach these goals?
    • Are there products available that can provide guarantees against loss?
    • What products can allow my money to grow but still allow me to have access to it without a penalty or being taxed?
    • How much insurance do I need? What types of insurance should I consider?
    • Will a professional work with me even if I don’t have a lot of money?

Questions: Contact David Brooks at dcbproperties@sbcglobal.net or (510)304-9931. Also visit the World Financial Group's website http://www.worldfinancialgroup.com/.

Find out what's happening in Rockridgefor free with the latest updates from Patch.

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