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Living The Savvy Life PDF Print E-mail
Location:      Courtyard by Marriott - Knoxville West/Bearden
                        250 Brookview Center Way
                        Knoxville, TN 37919
 
Date:             Thursday, April 23, 2015
Time:             6:00 pm - 8:00 pm
Hosted By:   Greg Ward, CRPC® and Randy White, CFP® Financial Advisors
 
Create a strong financial foundation (while enjoying the journey) by being purposeful with where you spend  your time and where you spend your money.

Space is limited.  Reservations are recommended. 

To reserve a place for you and your friends, please call 865-588-0555 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Additional sponsorship by: Janus Capital Group & Columbia Management.

This is an informational seminar.  There is no cost or obligation.
 
Neither Melissa Tosetti, The Savvy Life or Janus Capital Group are affiliated with Ameriprise Financial. Columbia Management is affiliated wiht Ameriprise Financial.

Ameriprise Financial Services, Inc.  Member FINRA and SIPC.  © 2015 Ameriprise Financial, Inc.  All rights reserved.
 
Webinar - Living The Savvy Life PDF Print E-mail
Date:             Friday, May 8, 2015
Time:            12:00 pm - 1:00 pm PST
Hosted By:   Emilie R. Goldman, CFA, CFP®
                       Tamarind Financial Planning
                       650-378-1488
 
Create a strong financial foundation while enjoying the journey.  Spend your time and money purposefully.
 
Melissa Tosetti will share her Savvy Life Philosophy: Save on the things that are not important to you so you can spend on the things that are important to you.
 
You will learn: 
  • The Golden Rule: Spend less than you make.
  • How to systematically save 15% - 20% of your income.
  • Habits and routines that make managing your finances easy.
  • Set meaningful financial goals.
  • Know when to invest and when to bargain shop.
  • Spend money on the things you want - without guilt or worry.
 
 
Savvy Travel PDF Print E-mail
May 16, 2015
Portland, OR
Details Coming Soon
 
The Savvy Wardrobe PDF Print E-mail
June 3, 2015
McPherson, KS
Details Coming Soon
 
The Savvy Life - Your Spending Plan PDF Print E-mail
Location:      Sedgwick County Zoo
                        5555 W. Zoo Blvd
                        Wichita, KS 67212
 
Date:             Thursday, June 4, 2015
Time:             6:30 pm - 9:00 pm
Hosted By:  Jerry Juhnke, Private Wealth Advisor and Philip Edgar, Financial Advisor
 
During this workshop, you'll create your personaized Spending Plan to help you manage your income and expenses for the coming year and achieve your short term financial goals.
  • Your Spending Plan will also include a strategy for annual and intermittent expenses.
  • During the class, you will learn how to reduce expenses, plug financial leaks and streamline your spending.
  • You'll also learn how to implement the snowball debt repayment system as well as discuss ways to keep you from incurrring new debt.
To reserve a spot: call 316-630-8400 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
 
Sponsored by: Wells Fargo
 
This is an informational seminar.  There is no cost or obligation.
 
Melissa Tosetti, The Savvy Life and its representatives are not affiliated with Ameriprise Financial.
 
Wells Fargo and it's representatives are not affiliated with Ameriprise Financial.
 
 
Savvy Travel PDF Print E-mail
September 12, 2015
White Chapel, FL
Details Coming Soon
 


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