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HARPER FINANCIAL SERVICES, LLC |
Seminars, Meetings & Speakers
Would you like to schedule a 1 on 1 meeting, small group meeting, a meeting in your home with a few friends or neighbors, a meeting for a Church or organization?
Morally Based Investing
The “Do You Know What You Own?” seminar addresses:
> The differences between financial return and moral return in an investment
> Knowing what you own
> Sample fund process
> Controlling the use of your investment dollars
> The issues screened with the eVALUEator
> Adding Values to your investments
> The six steps to values-based investing
Biblical Stewardship Series
"God’s Plan for Financial Success" is a comprehensive study course immersed in the practical application of Biblical principles. This series is led by a Certified Instructor and is presented through six one and one-half hour modules:
> Foundational
> Debt
> Investing
> Giving
> Estate Planning
> Cultural Stewardship
Planning for Long Term Care Without Buying Insurance
Invite an Elder Law Attorney
"Risks of Retirement – Ways Seniors Lose Money & How to Help Avoid Them"
Call if there is another topic of interest?
The Retirees Greatest Fear… The fear of dying has been replaced by the fear of… OUTLIVING YOUR MONEY
> Losing Money to Taxes
> Losing Buying Power
> Losing Dollars to Long Term Care
> Losing Money if Social Security Changes
> Other Big Ways To Lose Money
> Losing Money In the Market, Lack of Diversification
P.J Harper,RIA, CSA, Member of the Society of Certified Senior Advisors, Member of the National Association of Christian Financial Consultants, Phone 734-428-0324
For Further Details Contact
P.J. Harper,RIA, CSA
Harper Financial Services, LLC
Manchester, MI 48158
Tel. 734-428-0324
pj.harper@harper-enterprises.com