2010 Client Event:

We held our annual client event in March.

Some of the alternative investments Reid discussed were:

• Current State of Affairs
• Investments – New Directions
• What’s Working – What’s Not Working
• Active/Tactical vs. Strategic
• New Programs
• And other unique opportunities available

You can view a presentation of this event online by clicking on the image below or we can mail you a DVD recording if you wish. Please contact us regarding any questions from these investment seminars at kris@theplanninggroup.com.

Money Matters:

Past Radio Show Recordings

Buy and Hold Is Dead (Again) - Ken Solow, author

Dynamic Investing - Howard Present, F-Squared Investments

Passive Versus Active Investing - Charlie White, Dynamic Portfolio Strategies

Tactical Versus Fundamental Investing - Bob Kendall, VPM Partners

Selecting a Financial Advisor - Greg Opitz, PEAK

Real Financial Planning Cases I - Jim Miller & Reid Johnson discussion

Real Financial Planning Cases II - Jim Miller & Reid Johnson discussion

Real Financial Planning Cases III - Jim Miller & Reid Johnson discussion

Roth IRA Conversions - Stephen J. Bigge, CPA, Baker, Tilly, Virchow, & Krause

Roth IRA Conversions - Doug Warren

Social Security Issues I - Jim Pavletich, Social Security Administration Office

Social Security Issues II - Jim Pavletich, Social Security Administration Office

Life Insurance - Why? - Don Goode, TurnKey Advantage

Identity Theft - Heidi Tobar, Identity Theft Shield

Long-Term Care - Nicole Gurley, independent consultant

Reserve Mortgages - Lorrie Larson, Reverse Mortgage USA

Mortgage Industry - Patrick Gavin, The Gavin Group

Priceless Conversations - Scott Farnsworth, attorney Sunbridge

Long-Term Care Issues - Chester (Chip) McLaughlin, elder law attorney

Death and Dying - Chester (Chip) McLaughlin, elder law attorney

Asset Protection - Ike Devji, Esq, Lodmell & Lodmell

Protecting Concentrated Stock Holdings - Brad Gwilliams, Watts & Gwilliams

You will need to install the Windows Media Player to listen to these recordings. You may download the program from Microsoft's website.

If you would like to recieve a CD recording or additional information about the radio shows, please contact Kris at 480-596-1580 or at kris@theplanninggroup.com.

Past Seminars:

Alternative Investments Seminar - Tuesday April 21-22, 2009

Presented by: Reid S. Johnson and James S. Miller