Seminars

INDEPENDENT FINANCIAL SOLUTIONS, LLC

SEMINARS

Independent Financial Solutions, LLC (IFS) provides educational seminars to professional organizations, associations, and investment clubs. Seminars are not sales presentations, but educational in nature. We simply provide objective information and education on investments and financial planning. To follow are some of the more common seminar topics:

Investment Basics

	What are stocks, bonds, REITs, and mutual funds?
	What are the advantages and disadvantages of investing in each of these securities?
	What are the benefits of contributing to my retirement plan?
	How should I allocate my retirement savings?
	What are the benefits of diversification?

Estate Planning Basics

	What are wills, trusts, living wills, medical directives, and durable powers of attorney?
	Which of these legal documents might be necessary for me?
	What questions should I ask prospective estate planning attorneys?
	What do I need to do before visiting an attorney?

Take Control of Your Financial Life

	What is the role of money in your life?
	Are you a spender, hoarder, worrier, avoider, or other money type?
	How do you reduce conflict if you are a saver and your spouse is a spender (or vice a versa)?
	What can you do to save more money and live a more fulfilling life?

If you are interested in a seminar, please e-mail us at ptc2@surfbest.net or call 888-355-8004.

Financial planning and investment advice can only be rendered after delivery of a Form ADV Part II. Independent Financial Solutions LLC is registered with the State of Utah Securities Division. This web site is not deemed to be a solicitation for advisory services in any state where IFS is not registered or exempt from registration.