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COURSE OUTLINE
Overcoming Financial Dysfunction
Introducing a workshop based on Bert Whitehead’s best selling
book by called
Facing Financial Dysfunction: Why Smart People Do Stupid
Things With Money
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| Broadhurst
Financial Advisors is available to speak at your event.
Prior
topics include:
• Modern Portfolio Allocation for the Average Investor
• Tax Strategies for High Net Worth Clients
• Maximizing Employee Benefits and Pension Plans
• Getting By on Less: Creative Budgeting Ideas
• Personal Real Estate in Your Financial Plan
• Using the Cambridge Index Strategy for Increased Charitable
Giving
Please call us the next time you have a need for a professional speaker.
We would be glad to customize a presentation to fit your needs. |
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