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Financial Fun & Play Date

Saturday, December 5, 2009 at 4:00 PM (PT)

Foster City, CA

Ticket Information

Type End     Quantity
Free Ticket Ended Free  

Event Details

Financial Fun & Play Date

Financial Fun w/ Karl

Meet our neighbor, Karl, who’s agreed to bring over some appetizers, drinks, and about 20 minutes of riveting financial insights:

Financial Rules of Fun

1.       The Rule of 72

2.       The Rule of 100

 

Some Fun Facts

1.       Your life expectancy is growing!

2.       Investing in the USA, 1890 to Present

 

2010’s Quandary: the Roth Conversion

1.       If taxes are going up, does a conversion make sense for me?

2.       See the math behind the strategy

Planning for College

1.       Get a preview of the FAFSA

2.       What to do now!

Play Date

Snacks, games, and PIZZA!  Do kids really need a reason for a play date?

 

Karl will not be selling anything but as he still needs to put his disclosure information:

Karl W. Steinbrecher, CFA is a Registered Representative offering securities through First Allied Securities, Inc.  A registered broker/dealer member FINRA/SIPC.  Investment advisor representative offering services through First Allied Advisory Services, Inc. CA Insurance License #0F37292

 

When & Where



Kyle Lo's House
Biscayne
Foster City, CA

Saturday, December 5, 2009 at 4:00 PM (PT)


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Hosted By

The Society for Financial Awareness (SOFA)



About SOFA

We are a 501(c)3 non-profit organization that provides companies,churches and organizations with financial education through seminars and workshops. Our 20 plus seminars cover a wide variety of topics meaningful to everyone.

We offer these seminars at NO CHARGE. Your employees/members will obtain useful information that will help them identify their financial needs. As an employer, church or organizational leader you will be providing a valuable, but yet NO COST SERVICE. As for us, we benefit by the exposure that we gain in the community.

Our seminars are NOT SALES EVENTS. We do not endorse any specific products or services. Our primary purpose is to provide generic financial education to the community.