This semiannual town hall discussion outlines the fundamentals of what made the markets move in the past six months as well as our projections on where we see the economy moving in the future. This is a great opportunity to hear our perspective of the current economic conditions in an easy to understand manner. These are one of our most highly attended events and are offered at multiple venues.
Not all annuities are created equal! Anyone who has ever taken a look at an annuity know that these are complex investments with many intricacies. We provide a purely educational program that offers you the fundamentals of how these investments work and how you can utilize one as a piece in your financial portfolio.
When you begin investing, one facet that can be overwhelming is the amount of information that is provided on a typical brokerage statement. Then, when you log in online to look at your account, you find it is just as confusing. For this reason, the Wentz Financial Group began having statement and online access classes. This gives everyone the opportunity to understand their monthly brokerage statement. We provide everyone in the class a copy of their most recent brokerage statement, and then go page by page giving everyone a complete analysis of the statement as a whole.
An important part of preparing effective financial plans, is to prepare for your family when you are no longer here. Wentz Financial Group partners with local attorneys to highlight the basics of estate planning to help you make an informed decision on what happens to your assets after you pass. This non-sales discussion will provide you with an understanding to help you and your family prepare for the future.
The keystone of the Wentz Financial Group educational series is our Investments 101 basics class. This class is usually done in small class sizes to allow for plenty of questions to be answered in a low pressure atmosphere. Our advisors provide a basics understanding of how the markets and the economy work. This class is great for investors looking to gain a base understanding before they begin investing.
From time to time, Wentz Financial Group has the opportunity to host nationally recognized financial analysts, local celebrities, and non-financial related speakers in our state of the art auditorium. These events usually fill up quickly so check back to the website frequently to stay in tune with our presenter schedule.