WEST CALDWELL, NJ — Frank McKinley, a registered Rrpresentative with Nationwide Planning Association and member of FINRA/SIPC, is presenting the following courses pro bono at James Caldwell High School, 265 Westville Ave., from 7 p.m. to 8:30 p.m.
A Guide to Help Expand Your Investment Confidence:
In today’s do-it-yourself environment of web-based financial management, you may still not have the time or resources to research and understand the increasingly complex investing world, especially when you have a career or family. For this reason, more and more people are feeling the need for professional guidance.
Wednesday, March 8, James Caldwell High School
Building Wealth in Retirement:
You care for your health in hopes of living a long and happy life but it’s also important to plan for your financial health so you have the funds to last that long. In this course you’ll learn how to take steps now to help prevent living past your assets. It’s actually much simpler than you may think. You’ll learn tactics that can help create a lifetime income stream, maximize net worth, and minimize taxes. We’ll explore basic terms like “asset allocation”, “diversity,” and learn why they can be helpful in insulating you against market volatility. All you have to lose are sleepless nights worrying about your future.
Wednesday, March 15, James Caldwell High School
The school charges a nominal fee to cover expenses. Students may register via credit card at: www.cwcboe.org.
McKinley teaches several other Adult Ed courses, has 25 years’ experience in the financial industry, holds an MBA from Fairleigh Dickinson University and an undergraduate degree from Fordham University. A full listing of all his courses appears on his website at www.FranklyFinancial.com.