Complimentary Electronic Financial Newsletters:
We offer members a choice of two complimentary newsletters to help build your financial education. Each newsletter is full color, four pages and filled with sound information and crisp graphics. Newsletters are published on a monthly basis and all content is FINRA (Financial Industry Regulatory Authority) reviewed.
- Financial Ink: Designed for general audiences and covers most areas of personal finance. It focuses on investing, retirement planning, tax issues, cash management, insurance protection strategies, and wealth preservation.
- The American Investor: Designed for avid investors and focuses on market trends, economic issues, tax-saving approaches, wealth-building strategies, and small-business issues.
What if you had a serious accident tomorrow? Could someone step in and handle your financial affairs while you recovered? What if you died suddenly, could your spouse or heirs easily settle your estate?
We designed a personal financial organizer to help people who haven’t been able to gather the proper financial documentation and organization needed to ensure that they or their loved ones would know what to do or are taken care of in case something happens. This guide is much more than a financial organizer; it contains your financial data as well as critical personal information.
This document allows you to organize everything in one place and keep it with all your important documents. Since the form is a fillable “PDF” document you can make changes as needed.
To order your organizer or newsletter:
Newsletter: Our newsletters are electronic and are sent out via email on a monthly basis. In order to receive your free newsletter, you must request a subscription. To request your subscription, please send us an email at firstname.lastname@example.org and include the following information: Your Name; Email address; and Your Newsletter: Financial Ink; The American Investor; or Both.
Personal Financial Organizer: Our financial organizer is sent our electronically, to request your copy, send us an email at email@example.com. Insert Personal Financial Organizer in the subject line and we will send it right out. We encourage all members to take advantage of our new services and look forward to hearing comments back from you on our programs.
James De La Torre has conducted federal benefit and financial planning seminars in all of the country. He is a key note speaker at federal conferences and works with federal professional organizations on ways to improve the communication of federal benefits to their membership. Jim has appeared as a guest on “Fed Talk” on the Federal News Radio network, discussing the gaps in federal benefits and the financial impacts employees face. Jim holds a Charter Retirement Planning Counselor’s (CRPC) designation from the College or Financial Planning and is a member of the Financial Planning Association. Please direct questions or comments directly to James at firstname.lastname@example.org.