David Disraeli, an Austin Financial Planner partners with Travis County
admin September 28th, 2010
David Disraeli, a financial planner for 24 years is named the President of the Austin Chapter of the Society for Financial Awareness
Online PR News – 27-September-2010 – David Disraeli, president of the Austin Chapter of SOFA (Society for Financial Awareness) is partnering with Travis County to provide financial education to Travis County Employees. The first workshop was held September 23, 2010 and was based on David Disraeli’s Book “What to Do With Your Aging Parents”.
SOFA is a 501c3 non profit speakers bureau based in San Diego. Mr. Disraeli has been in financial planning for 24 years and in addition to being an author and educator, provides financial, estate and tax planning with an emphasis on Eldercare.
Upcoming Seminars:
Thurs., Oct. 21, 2010 Exploring Your Options for a Quality Retirement & 12:30 – 1:30 pm David Disraeli
¨ Why plan design is critical
¨ Understand the impact of erosion through inflation & taxation
¨ Looking at your options at distribution time from a company retirement plan
¨ Proper steps in reviewing 401K performance.
11:30 – 12:30 pm
Thurs., Nov. 18, 2010 Estate Planning & 12:30 – 1:30 pm David Disraeli
¨ Purpose of estate planning
¨ Distributing of estate, wills, trusts
¨ Avoiding probate
¨ Specific estate planning strategies
11:30 – 12:30 pm
Thurs., Dec. 16, 2010 You & Your Credit Score & 12:30 – 1:30 pm David Disraeli
¨ Your Credit Health
¨ How your credit score helps you
¨ What is in your Credit Report
¨ Five factors of scoring
¨ Checking credit scores
¨ How to improve your credit