Free Financial Advice in Keller
September 8, 2009 by Jean Keener, CRPC, CFDP · 1 Comment
Free financial advice will be available to residents of Keller, TX for Financial Planning Week October 5-12, 2009. Many individuals and families are facing financial challenges or uncertainty right now. Retirement plans are shifting. Investments are volatile. Jobs are less secure. And debt is a bigger issue than ever. In this environment, people are hungry for reliable, objective financial advice.
Keener Financial Planning has partnered with the Greater Keller Chamber of Commerce to provide two informational
financial workshops at Keller Town Hall on Tuesday and Thursday evening, October 6 and 8 from 5 to 6:30 pm. Both workshops are free and open to the public. Tuesday evening’s topic is Financial Tranquility: Get Back to the Basics for a Stress-Free Financial Life. Thursday’s topic is 7 Mistakes Smart Investors Make and How to Avoid Them. There is limited space available, so attendees are encouraged to RSVP to info@keenerfinancial.com to reserve their seat. Light refreshments and door prizes will be provided.
Keener Financial Planning will also be offering Free Financial Advice Friday on October 9. I will be providing pro bono financial advice and coaching sessions all day at my office in Keller. Times will be by appointment on a first-come, first-serve basis. To participate in Free Financial Advice Friday, email info@keenerfinancial.com to request a time.
The purpose of Financial Planning Week is to raise awareness of the importance of financial planning in all of our lives and the value of getting objective advice to help you achieve your financial goals and dreams. Please join me for one of these events and help spread the word about how a solid financial plan helps create a secure future. Thank you!
Women & Money Seminar
July 30, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I’ll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at 11:30 am on Wednesday, August 26.
Women have unique opportunities and challenges with money! Women tend to live longer and earn less than men, but according to some recent studies may actually be better investors.
This interactive quiz will engage you in thinking about some of the biggest financial opportunities in your life and raise your antennae on some of the pitfalls to avoid. We’ll also discuss one of the biggest challenge Moms face – balancing saving for retirement and college.
Come prepared to have fun and participate — guessing at answers even if you don’t them will be encouraged! And after we throw out all the crazy answers, we’ll make sure everyone knows the right answer so you walk out the door with solid information to make smart financial decisions.
Where: Southlake Chamber of Commerce (1501 Corporate Circle, Suite 100, Southlake, TX)
When: Wednesday, August 26, 11:30 am
Limited Space. Reservations Recommended. Visit www.SouthlakeChamber.com to reserve your seat.
Free Financial Webinars
July 10, 2009 by Jean Keener, CRPC, CFDP · 3 Comments
The National Association of Personal Financial Advisors is starting a new series of free webinars on various financial topics including Money 101, Kids & Money, Investing Basics, Protecting What you Have, and more. These sessions are designed to provide a convenient, accessible way to get financial information to help you most effectively manage your finances. Each one is instructed by one of my fellow NAPFA members. The first session is August 7. For the full schedule and to RSVP, visit NAPFA’s website.
Free Financial Advice Bus Tour in D-FW
February 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
Mark your calendars for February 23 from 11:30 to 1:30. The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market. Local financial advisors, including me, will be there to answer your financial questions at no charge.
We’re all keenly aware of the economic challenges our country and many individuals are facing right now. An unstable economy, rising unemployment rates and home foreclosures continue to impact residents throughout our area.
To help individuals address these issues, we’ll be delivering complimentary financial advice from independent registered investment advisors along with free educational materials focusing on savings and debt reduction.
Central Market has generously agreed to host the bus, and will be providing space in their cooking school for the complimentary financial sessions. It will be a great opportunity to get your questions answered in a fun, upbeat atmosphere. Thanks to Central Market’s Community Relations Manager Ren Knight for arranging the stop!
The bus tour itself is presented by the National Association of Personal Financial Advisors Foundation, Kiplingers, and TD Ameritrade. The bus will also be making stops at UT Arlington and in Dallas. Here’s the full schedule:
9:00 am to 11:00 am – Free advice event at the Center for Continuing Education and Workforce Development at the University of Texas at Arlington (140 W. Mitchell Street, Arlington, TX). Bring your financial questions and get them answered by a financial advisor.
11:30 am to 1:30 pm – Free advice event at the Central Market Southlake (1425 E. Southlake Blvd, Southlake, TX). Bring your financial questions and get them answered by a financial advisor.
2:00 pm to 5:00 pm – Free advice event at the J Erik Jonsson Central Library (1515 Young Street, Dallas, TX). Bring your financial questions and get them answered by a financial advisor.
IOUSA on CNN this weekend
January 8, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I just learned that IOUSA will be airing on CNN this weekend. I plan to set the DVR to make sure I get to watch it. It’s a documentary about America’s addiction to debt that’s received outstanding reviews. Here’s the info:
The public has spoken, and we’ve listened. In response to demand for information about our country’s financial challenges, CNN/U.S. will air the broadcast premiere of the acclaimed documentary I.O.U.S.A. on on Saturday, January 10 at 2:00 p.m. EST and on Sunday, January 11 at 3:00 p.m. EST. Accompanying the documentary will be an unscripted panel discussion with policy leaders about various economic solutions currently under consideration.
|
|
This exclusive televised event will air only on CNN, and will be hosted by Ali Velshi and Christine Romans, co-anchors of CNN’s Your $$$$$, the network’s weekend business roundtable program. |
Throughout I.O.U.S.A.’s broadcast premiere, Velshi and Romans will engage a distinguished group of panelists, including Pete Peterson, Chairman of the Peter G. Peterson Foundation and former U.S. Commerce Secretary; Dave Walker, President and CEO of the Peter G. Peterson Foundation and former U.S. Comptroller General; Alice Rivlin, noted economist and former Director of the Office of Management and Budget; and Bill Bradley, a Managing Director of Allen & Company and former U.S. Senator and Democratic presidential candidate, in discussions about issues raised in the film and their ties to current economic events.
Learn more about the film at www.IOUSAtheMovie.com. And be sure to spread the word about the U.S. broadcast premiere!
Free Retirement Planning Seminar: March 30
January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, March 30, 2009, 6:30 to 8:00 p.m.
Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat.
Figure out how much you need to save for retirement. Take a realistic look at your progress, and get the tools to build a solid plan and the peace of knowing you’re taking care of this important part of your future. Presented by: Jean Keener
See all Seminars where I’m speaking here.
Women & Money Seminar August 26
January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I’ll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at noon on Wednesday, August 26.
Women have unique opportunities and challenges with money! Women tend to live longer and earn less than men, but according to some recent studies may actually be better investors.
This interactive quiz will engage you in thinking about some of the biggest financial opportunities in your life and raise your antennae on some of the pitfalls to avoid. We’ll also discuss one of the biggest challenge Moms face – balancing saving for retirement and college.
Come prepared to have fun and participate — guessing at answers even if you don’t them will be encouraged! And after we throw out all the crazy answers, we’ll make sure everyone knows the right answer so you walk out the door with solid information to make smart financial decisions.
Where: Southlake Chamber of Commerce (1501 Corporate Circle, Suite 100, Southlake, TX)
When: Wednesday, August 26, noon
Limited Space. Reservations Recommended. Visit www.SouthlakeChamber.com to reserve your seat.
Women & Money: Seminar at GKWC Luncheon
January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I’ll be speaking at the January Greater Keller Women’s Club luncheon on Women & Money. As women, we have unique challenges and opportunities when it comes to relating to and managing money. Among the challenges, we tend to live longer and earn less than men and are sometimes hesitant to take ownership of our financial situation. Among the opportunities, we tend to stick to a plan once we have it and get better long-term investment results than men (this isn’t just me saying this — there’s data! But don’t worry, men, you can use the same time-proven techniques to avoid the pitfalls that caused the statistical variance). Once we’re aware of these trends, it can help us avoid pitfalls and plan to fund the life we want.
Guests are welcome at the luncheon. An RSVP by noon on January 16 is required to rsvp@gkwc.org.
Wednesday, January 21, 2009 Social: 11:00 a.m. Lunch: 11:30 p.m. Cost: $14 Timarron Country Club 1400 Byron Nelson Parkway Southlake, TX 76345 I’d love to see you there!Free Seminar, Jan. 5: Retirement Savings
December 2, 2008 by Jean Keener, CRPC, CFDP · Leave a Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, January 5, 2009, 6:30 to 8:00 p.m.
Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat.
Figure out how much you need to save for retirement. Take a realistic look at your progress, and get the tools to build a solid plan and the peace of knowing you’re taking care of this important part of your future. Presented by: Jean Keener
See all Seminars where I’m speaking here.
Free Seminar — Are You Saving Enough for Retirement?
November 2, 2008 by Jean Keener, CRPC, CFDP · 1 Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, December 1, 2008, 6:30 to 8:00 p.m.
Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat.
Take a realistic look at your progress toward a secure retirement. Get the tools to build a solid plan and the peace of knowing you’re taking care of this important part of your future. Presented by: Jean Keener
See all Seminars where I’m speaking here.