http://www.phikappaphi.org/Web/Publications/podcast A series of financial planning podcasts with Investment Advisor RoShawn Winburn. en-us 2009 Thu, 14 May 2009 01:41:31 GMT tdscripts.com Podcast Generator jgarland@phikappaphi.org 1 A brief overview of the past, present and future of our economy. Thu, 14 May 2009 01:41:31 GMT Personal Budgeting is important to the overall financial planning process. This is the first step to increasing your liquidity. At this workshop, we will discuss: The importance of the planning process Saving for your future: Cost, Benefits, and Planning? How to Budget your life? How to save money shopping? Thu, 28 May 2009 01:14:31 CST The retirement planning course explains the goals and objectives of the retirement planning process, including a review of the process used for retirement planning. At this workshop, we will discuss: Setting Goals and Objectives, Overview of Social Security and the Status of Pensions, Retirement planning vehicles, Why Tax Deferred Savings?, Importance of Planning DURING Retirement, and When do you retire? Tue, 09 June 2009 11:04:31 CST In this course, there will be a brief understanding of the concepts and methods most commonly used by people looking to increase their current assets. In this section, we will discuss: the Who, What, and Where of Investments, types of investment vehicles, the importance of creating a balanced portfolio, and why now is the best time to invest. Thu, 09 July 2009 12:15:31 CST This course will explain the why’s and how’s of estate planning. In this course, we will discuss the three steps to creating your plan The Tax-Smart Strategies, Estate Taxation and Gift planning. Wed, 26 August 2009 10:25:31 CST This seminar explains the prudent use of credit, and the issues that affect the liabilities side of a client’s personal balance sheet. In this seminar, we will discuss an introduction to credit and debt, why you need good credit, Investment Real Estate, and college loans. Wed, 23 September 2009 08:25:31 CST