What We Offer
 

Join the
Investment Revolution

Life Event Planning Library

With a membership to InvestForLess, you will gain access to a library of planning ideas around each stage of your life:

Early life:

  Starting Out
  Changing Jobs
  Getting Married
  Starting a Family
  Buying a Home 

 

Mid-Life:

Saving for College
Starting a Business
Planning for Retirement
Managing College Expenses 

 

Near Retirement:

  Long-Term Care Planning
  Business Succession Planning
  Nearing Retirement/Retirement
  Caring for an Aging Parent 

 

Late Life:

  Loss of a Spouse
  Planning an Estate 

 

Unexpected Events:

  Coping with Unemployment
  Financial Windfall
  Getting Divorced

 

Membership Brings Education!

Each month we offer free webinars and conference calls to our Members.  The majority of these will be very interactive, allowing you to participate, ask questions, voice concerns, and learn about investing.  You and our other InvestForLess Members request the topics, so you know they will be relevant and appropriate.  We will feature speakers from investment companies, financial planners, specialty law firms, certified public accounts, and real estate professionals. 
  • Our favorite?  Open question and answer forums.

Upcoming Interactive Webinars           

  •  Estate Planning
  •  Investment Basics
  •  Checks & Balances Strategy
  •  Retirement Income Planning
  •  Mutual Fund Best Practices
  •  College Planning

  Join Now To Participate.

 

Flash Client Alerts

Stay tuned for new alerts.  Produced as of:

529 College Savings Plans                                                      12/22/2009
New Rules for First-Time Homebuyer Tax Credit                     11/19/2009
Smart Year-End Investment Moves                                          11/11/2009
Estate Tax Repeal 2010                                                           10/14/2009
Health Care Reform                                                                 09/17/2009
Roth Conversion in 2010                                                          08/19/2009

 

Presentations

In addition to our webinars, we have a library of short, informative presentations for you to view at your convenience.

Investment Basics
College Planning
Retirement Basics
Retirement Income Planning
Planning for Long-Term Care
An Introduction to Annuities
Variable Annuities
Estate Planning Basics
Advanced Estate Planning
 

 *****These webinars and educational tools are NOT intended to replace financial advice.  InvestForLess encourages each client to seek financial advice.  If you do not have a financial adviser, please contact InvestForLess and we will provide you a list of advisers of which to choose.*****
 
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© 2010 Invest For Less, LLC.