What's In It!!!

 

Topics include:

 

• Understanding the Equal Credit Opportunity Act

• Traditional Credit Reporting:  A historical perspective

  •   What is a FICO Score?

• Understanding Your Non-Traditional Credit Report

• Budgeting:  A roadmap to financial success

  • Developing your personal plan of action

• Financial Planning

  • Paying off debt

  • Disputing your credit report

  • Obtaining the proper insurance

    • Health

    • Life

    • Whole Life or Term Life

    • Long Term Care

• Understanding Investment Accounts

  • Individual Retirement Accounts (IRA)

  • Money Market Accounts

  • Annuities

  • Off-shore Accounts

• Planning For Retirement

• Estate Planning ("click")

  • Wills

  • Living Trusts

  • Health Care Instructions

  • Power of Attorney

  • Probate

  • Trusts

 

For more information contact:  Oliver J. Williams at 954-625-9391