Free Workshop - April 28, 2011
Annuities - The Good, The Bad & The Ugly
HELD ON THURSDAY, 4/28/11 (Ann Arbor, MI) - Presented by Cyril S. White, Certified Financial Planner™ and Managing Director of White House Financial Consulting, LLC this one hour long information-packed program will educate participants on the basics as well as advanced concepts of Annuity products and their use in financial planning.
LOCATION:
Gandy Dancer Restaurantl
401 Depot St.
Ann Arbor, MI 48104
PLEASE RSVP to (734) 433-1670 or lwhite@whitehousellc.com
Medicare Set Aside Facts
Do you need an MSA for your case? We have many clients who are still very confused regarding the issues concerning the use of Medicare Set Aside (MSA) arrangements in both Workers Compensation and Liability Settlements. White House Financial has completed a significant amount of research on this subject and hope that our Medicare Set Aside Facts document will help clarify some of the issues pertaining to this topic. [click here download PDF file]
Are you self motivated and good with people?
If so, and you are interested in joining our leading edge firm, please click below for more information on several positions we are interviewing for a Financial Consultant (link to PDF file).
If you're ready to join our growing business, please email your resume to james@whitehousellc.com. We'd love to hear from you!
Join us for a free workshop
Is a Roth IRA Conversion
Right for You? & New Estate Planning
Strategies for 2010 and
Beyond! Presented by Cyril S. White, Certified Financial Planner and
Managing Director of White House Financial Consulting, LLC and
attorney Patrick J. Conlin of the Keusch Flintoft & Conlin law firm;
this one hour long information packed program will educate
participants on the new Roth IRA Conversion Rules in effect in 2010
as well as key estate planning strategies that will help families!
Upcoming dates to be announced. Please contact us to inquire about our next event
(734) 433-1670 or james@whitehousellc.com
Financial News
Other Financial News and Resources
- Financial Planning Questionnaire (MS Word Format)