Educational Series:  6 Essentials for Financial Success

Seminars schedule and location:

 COMING SOON!

Looking for a Speaker or Presenter?

Rebecca would be happy to speak to your group. She can present all or one of the topics listed above or she can create a customized seminar to meet the specific needs of your audience.  Please contact her at 661-702-9680, to let her know of your event and preferred topic.

Rebecca Robins is the author and presenter of the Educational Series:  "6 Essentials for Financial Success".  The following is a brief description of each the seven parts of the series. 

Part 1 - 6 Essentials for Financial Success Overwiew - “6 ESSENTIALS FOR FINANCIAL SUCCESS”            

This session will introduce you to the six essentials of financial planning, cash management, risk management, investing, tax planning, retirement and estate planning in order to:

·         Take control of your financial future

·         Overcome obstacles that prevent financial goals

·         Create and maintain a financial blueprint

   Part 2 - Cash Management - “THE BUCK STARTS HERE”
This session will focus on cash management as the key that drives financial success.  If you are like most people you have more things to do than you have money.  Come and learn:

•          The five uses of money
•          How our daily habits influence our financial fitness
•          Cash is “King” to maintain financial independence

   Part 3 - Risk Management - “PROTECTING FOR THE UNFORESEEN”               

This session will focus on reducing financial risk as one of the first steps to a sound financial plan.   Without adequate protection you could jeopardize yourself and the ones you love.   We will discuss:

•         The 7 types of insurance
•         Managing risk
•         How much insurance do you need?

   Part 4 - Investment Planning - “INVESTING MADE SIMPLE”
This session will expound on the investing essential for financial success. Do you have an investment strategy?  Many understand the importance of investing for the future, but in today’s complex environment many are uncertain where to begin.  Come and learn:

·         5 risk control strategies for investing

·         The most common investing mistakes

·         Get started with an investment plan

   Part 5 - Tax Planning - “TAX PLANNING YEAR ROUND”   

Since tax laws are always changing, it is essential to consider their impact on our financial decisions.  Taxes are a powerful element in protecting and building our assets.  To stay informed we will cover:

•        Current tax law changes
•        The most common tax mistakes
•        Tax planning vs. tax preparation

   Part 6 - Retirement Planning - “HOW MUCH IS ENOUGH? “                

One of the biggest financial concerns among individuals today is having enough money for retirement.  The most rapidly growing segment of our population is the centenarians.  In this session we will address the following:

•       How much will you need to retire?
•       Sources for retirement income.
•       How to plan for a successful retirement

    Part 7 - Estate Planning - “CREATE AN ESTATE, LEAVE A LEGACY”
This is the final session in the series and it addresses the critical part of estate planning.  This covers the creation, preservation and distribution of your estate to maximize your family’s welfare.  We will discuss:

·         The truth about living trusts

·         Minimize estate taxes

·         Common estate planning mistakes

ROBINS FINANCIAL INC, REBECCA ROBINS, CPA/PFS, CFP®, 
25001 The Old Road, Stevenson Ranch, CA 91381
Phone :(661) 702-9680 Fax: 661-254-7485
E-mail: info@rebeccarobins.com  Website: www.myhdvest.com/RebeccaRobins