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Seminars and Workshops

A Great Way To Address Specific Issues
We offer various seminars and workshops that provide education. Current consumer offerings include:
The Financial Planning Process

In this seminar we discuss the importance of financial planning, the actual process, and how effective planning can help you successfully reach your goals. We also talk about "life planning" and the difference between this and more traditional planning. This is a great opportunity to "get to know us" in a comfortable, non-sales environment. We offer this seminar at no charge.

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Heart of Money Workshop

At Fraser Financial, we believe that money touches all parts of our lives. Additionally, we believe that to plan effectively, you must first take an in-depth look at your goals and values. Non-retainer clients who wish to explore this issue may choose to substitute this workshop for the Goals and Values Module. Although the result will be less "personalized," we will go over many of the same exercises included in that module.

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Couples Workshop

Often the same characteristics that attracted you to your mate can make it difficult to work through financial issues. Indeed, if it's true that opposites attract, spenders are often married to savers. This can be a recipe for undesirable conflict within a marriage or partnership. In this workshop, we discuss techniques for team building with a relationship. Learn to respect your differences and play to each other's strengths when making financial decisions.

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Education Funding Workshop

Most of you have heard of Coverdell ESAs (formerly Education IRAs), 529 Plans, and tax credits for education expenses. But what is the best strategy for your family? In this workshop, we will discuss the alternatives and what you need to consider when making the decision for your family.

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Women and Finances Workshop

In this full-day workshop, we will discuss a variety of financial topics and how they specifically relate to women.

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How to Start a Business

This is a full-day workshop that covers the basics for starting a business. As a former Controller for various small businesses, Bobbie has an abundance of specific knowledge that she will share with you. At the end of the day, you should have a clear idea of how you should proceed.

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Bobbie will be pleased to present one of these seminars (or seminars on other topics) to your group upon request.

Call our office for more information.



© Fraser Financial, All Rights Reserved

Fraser Financial
1873 Volberg Street NW
Atlanta, Georgia 30318

Phone: 404-351-6976
Fax: 404-355-0157
Email: info@fraserfin.com