2008 Schedule
Dates / Times
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    Why Klaas Financial Asset Advisor Assoicates Should Be
    Your Financial Planner To Review and Discuss: 
     

  • The possibility of retiring early
  • Pinpointing financial needs for retirement
  • How to potentially minimize taxes
  • Allocating assets
  • Discover if there are ways to maximize income
  • Understand long-term care choices
  • Diversification discussion
  • Estate analysis
  • Living trusts / powers of attorney discussion


 

    Reasons Why Klaas Financial Asset Advisor Associates Should Be
    Your Preferred Provider for Employee
    Educational Seminars 

    We help employees transition into retirement which can be difficult for some people we review employees’ financial status and evaluate  if they have enough to retire, and once that becomes a reality, we cover steps they need to take to achieve their goals for retirement.

    Dates / Times
         Educational seminars are scheduled at your company's convenience and are held on-site at your location. Call us at 815-877-8440 (or toll-free at 877-495-5227) or fill in the form below to discuss your company’s needs

  • Save HR Professionals time and resources.
  • Educational Seminars are provided by a local company who cares.
  • A Team of professional, qualified presenters.
  • Custom tailored to the individual corporation.
  • A proven seminar system that is not only educational, but also enjoyable.
  • Educational Seminars provide long-term good will and shows the Company cares about their employees.
  • No Cost consultation to the employer or employee.
  • Adds value to the Company/Employer.

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Individuals associated with Klaas Financial Services are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are securities licensed in the following states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MI, MN, MO, NC, NH, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide followup, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org

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