Friday, November 7, 2008

Financial Tips From a Savvy Planner

On October 1st we hosted a Financial Planning seminar, which was literally days after the infamous financial collapse we are all experiencing now. We started planning the session after meeting savvy planner Alexandra Kinander (above left) at a Scripps Parent Connection luncheon in April, and had the date set since the summer. What perfect timing for people to have questions answered from inside pros.

More than 25 friends ended up joining us for a great evening at the Fairbanks Ranch Country Club -- beautiful location -- where Alex and her colleague David Brenner (who has over 20 years of experience) delivered a great presentation and answered all of our questions.
Click here to see more photos of the event...

Stay tuned for a future financial seminar, and likely one on the housing situation. If you are interested in contacting Alex, her info is below:

Alexandra Cabral Kinander
LPL Financial Consultant
CA Insurance License #0F80681
227 N. El Camino Real, Suite 205
Encinitas, CA , 92024-5822
Office: (760) 632-5002
Cel.: (858) 354-1230
Fax: (760) 632-5257

Securities Offered Through LPL Financial

THE TIP: Your portfolio should change if the premises change (time horizon, goals or risk tolerance) and not only if market conditions change.

1 comment:

Anonymous said...

What do you know about 529 plans? I heard the Vanguard 529 is the way to go...