 |
 |
|
|
Workshops
Is your family income over $100,000? 2010 could be your year to convert IRA money to a Roth IRA. This is a strategy to sock away income for retirement that is tax-free. It’s an opportunity that is too important to ignore and too complex to decide on your own. Come to one of our lunch and learn seminars to find out more. Cass Grange and Bleckley Dobbs, CFP®, financial advisors with nearly 20 years of combined experience, will touch on the basics of Roth IRAs, why you should consider this new opportunity, and the issues you need to think about.
Dates: Tuesday, February 16 or Wednesday, March 10, 2010
Time: Arrive by 11:45am and we will have you out of here by 1pm.
Where: Lucien, Stirling and Gray Advisory Group offices – 4005 Guadalupe Street.
Cost: $10 includes lunch and all materials.
RSVP: Space is limited. Please RSVP to Cass at cgrange@lsggroup.com or 458-2517
How do we teach kids to save money when they live in the land of plenty? Where do you start? Which lessons should you teach? This was an easier discussion when life demanded that children contribute financially to the family. Cass Grange and Megan Poore, with 20 years combined experience, will help you develop a plan for teaching your children practical money skills, without forcing them to get a paper route at age 10.
Dates: February 23rd, 2010
Time: Arrive by 11:45am and we will have you out of here by 1pm.
Where: Lucien, Stirling and Gray Advisory Group offices – 4005 Guadalupe Street.
Cost: $10 includes lunch and all materials.
RSVP: Space is limited. Please RSVP to Megan at mpoore@lsggroup.com or 458-2517.
Off-Site Classes: Wednesday, February 17th – Circle C Child Development Center; Tuesday, February 23rd – Junior League of Austin
Cass Grange and Megan Poore have attended many boring and uninspiring investment seminars in the last twenty years. We strive to be approachable and not intimidating. We don’t use overheads, complicated materials nor PowerPoint for that reason. Using a simple outline, we weave in personal anecdotes and motivating stories. Often the most beneficial part of the talk is the question and answer session, and we leave plenty of room and encouragement for questions.
Megan Poore and Cass Grange have 20 years of combined experience helping families come up with a spending plan so that they can stay on task and invest to meet their goals. Join us for a fun lunch of helpful tips, group discussion and handouts.
Dates: Please check back for dates in Spring 2010
Time: Arrive by 11:45am and we will have you out of here by 1pm.
Where: Lucien, Stirling and Gray Advisory Group offices – 4005 Guadalupe Street.
Cost: $10 includes lunch and all materials.
RSVP: Space is limited. Please RSVP to Megan at mpoore@lsggroup.com or 458-2517.
|
|
|
|
