What is PATHWAY
CIA Financial Group’s Pathway Program is an education based program that offers our clients the ability to gain knowledge by providing information in nine specific areas. The Pathway Program is designed to educate and then connect you to a professional that can assist you with your specific area of need.
The Pathway Program will be hosting both live educational forums as well as a library of video interviews on various topics within these nine areas.
The Nine Areas of PATHWAY
Accumulation: Higher Education, Retirement, and Real Estate
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Quality of Life: Aging Parent Care, Adolescent Concerns, Spiritual Well-Being, and Fitness/Nutrition
Risk Management: Relates to all aspects of Insurance for Auto, Home, Income, Business, Healthcare, Identity Theft, and Family Protection
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Client Advocacy: Patient’s Rights, Consumer Rights, Employee Rights, and Individual Rights
Legal: Liability, Family Law, Elder Law, Estate Planning, Contract Management, and Special Needs
Financial: Budgets, Net Worth, Portfolio Cost and Allocation Analysis
Philanthropic: Volunteer Opportunities, Charitable Giving
Business Consulting: Entity Selecting, Human Resources, Employee Training/Education, and Business Continuity
Tax Management: Tax Strategies, Tax Preparation, and Tax Law Changes
PATHWAY Live Educational Forums - July 17, 2013
Host: Mike Clancy, President, CIA Financial Group
10:00 – 11:30pm Educational Forum: Current Mortgage Market
Presenter: Mark Smith, VP Homesite Mortgage
Discussion: Mortgage Options
2:00 – 3:30pm Educational Forum: Special Needs Law
Presenter: Michele Fuller, Attorney, Michigan Law Center
Discussion: Special Needs Planning and Addressing Special Needs Issues
6:30 – 8:00pm Educational Forum: Estate Planning
Presenter: Terri Giampetroni, Attorney, Legal Strategies, LLC
Discussion: What to Consider in Estate Planning
More Information / How to Register
Admission is Free, so register today. Seating is limited!
To register by phone, call 586-799-6061. To register online, visit us at www.ciafg.com under Event Calendar.
Homesite Mortgage, Michigan Law Center, Legal Strategies, LLC, CIA Financial Group, and LPL Financial are unaffiliated entities. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
