Educational Opportunity
Workshop Title: Financial Freedom—Making Each Dollar Count
Sponsors: SIUE Alumni Association & Nicol Investors Corporation
Dates: Saturday, March 24, 2012, 8:00am – 5:00pm
Location: Special Events Room of Birger Hall
Cost: $20.00 for the entire eight module workshop for SIUE Alumni Association members and $40.00 for the entire eight-module workshop for non-members. The cost covers registration and all materials distributed for the workshop, including the textbook: Financial Priorities-A Foundation for Financial Freedom! by Kevin Nicol. Registrants may also sign up for the optional lunch for an additional five dollars each.
Space is limited: This workshop is limited to 28 participants each day it is offered.
To Register: Contact Roxana Jones at 618-650-2760 or via email at roxjone@siue.edu
Notes: This is not a sales pitch but an educational opportunity with presenters Kevin Nicol , Larry Lexow of Lexow Financial Group, Chris Ziebold, Vice President of Nicol Investors Corporation, and John Carenza with Nicol Investors Corporation.
“Financial Freedom Workshop – Making Each Dollar Count”
Offered through the SIUe Alumni Association
In Partnership with Nicol Investors Corporation
Saturday, March 24, 2012
8:00 – Registration
8:30 – Money Basics
1. The Power of compounding
2. The Basic Types of Risk
3. Cost Averaging
8:45 – Building Assets
1. The Basic Types of Investments
2. Traditional Investing Methods
3. Building a Balanced Portfolio
4. The Prerequisites Before Investing
9:30 – Modern Portfolio Theory
9:50 – Morning Break
10:00 – Avoiding Taxation
1. Basic Types of Earnings
2. Methods of Avoiding Taxation
a. Shifting
b. Deferring
c. Exempting
d. Reducing Rate
10:20 – Preserving Assets
1. Estate Planning
2. What is Probate
3. Methods of Avoiding Probate – Do I Need A Will or Trust?
11:10 – Synopsis: Financial Priorities
11:30 – Open Discussion & Question
12:00 – Lunch Break
1:00 – Registration
1:30 – Financial Freedom –
1. The Reasons People Fail Financially
2. The Ultimate Goal
3. The Most Common Objection
4. Finding Assets
5. The Financial Priorities
2:15 – Mortgage & Debt Management –
1. Debt Consolidation
2. Acceleration & Deceleration
3. Leveraging
4. Common Myths and Misconceptions
3:00 – Afternoon Break
3:15 – Protecting Assets
1. What is Financial Risk?
2. Most Common Mistakes
3. The Four Catastrophic Perils
4. Choosing the Right Solution
4:15 – Synopsis: Financial Priorities
4:30 – Open Discussion & Questions
Securities and investments offered through: Nicol Investors Corporation (NIC), Member FINRA and SIPC
NIC; Nicol Advisors Corporation; and Kevin G. Nicol & Associates, Inc.
are subsidiaries of Nicol Enterprises, Inc. (NEI) dba Nicol Financial Services (NFS)
NEI and Nicol Properties are separate business entities.
