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In
the Media
Workshops & Presentations by AIKAPA:
Corporate Workshops
We do not sell securities or financial products of any kind and we do not receive commissions. Our clients can be certain that we provide unbiased advice that is tailored to their specific needs. Our goal is to help you achieve your financial goals.
Since we understand the lengthy commitment to education that our clients have made in their lives we know they will best benefit from a solid group session where we spend time educating them on specific financial topics.
We are usually asked to address retirement, benefits, and specific employee concerns. The workshop is not a sales pitch. Its only purpose is to provide practical information to help participants deal with financial situations. New employees, in particular, benefit from understanding the value of staying with a company and accruing the long-term rewards available in a benefit package. Everyone benefits when employees learn how to better manage their finances.
In addition, AIKAPA will provide coaching to executives on a one-to-one basis, including cash flow management, tax planning, risk management, and investment management.
Topics:
- First Home Purchase in Northern California
- Investments 101
- Asset Allocation
- Strategic Investment Planning
- An explanation of your company's 401k Plan
- Ways to manage Cash Flow
- How to plan for taxes
- How to set Goals and maintain them
- How to work with stock options
Workshops & Presentations by AIKAPA:
- 2008 Buying or Renting a Home:
Projections & Tools
- 2008 Long Term Investments:
Asset Mix, Fees & Rebalancing
- 2007 Life Happens - Are You Prepared?
An introduction to financial planning for scientists
For a list of upcoming client seminars, public workshops and presentations please call us at 415-548-0257. For questions related
to Aikapa In The Media, please feel free to contact us.
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