FALL GENERAL MEETING
Thursday, October 23, 2008
Honeywell World Headquarters
101 Columbia Road, Morristown, NJ
President Lew Bohn introduced our guest speaker Mr. Gregory J. Chebuske, an Investment Advisor with SII Investments, Inc. located in Fairfield NJ.
He provided a visual/audio presentation which included a handout. The subject was:
Top Ten Mistakes Most Make With Their Finances
(And How to Correct Them)
Here is a brief Outline of Topics that were discussed.
The reader can obtain addition information on the above by contacting Mr. Gregory Chebuske.
- Working Capital NOT Working
Reducing Taxes, Increasing Income
- Too Many Eggs in One Basket
- Holding Title Jointly
Joint Tenancy, Beneficiary Designations
- Not Understanding Bonds
Inflation, Interest Fluctuations
- Paying Too Much Taxes
Tax Reduction Strategies
- Preserving our Assets
Estate Tax, Probate
- Healthcare Catastrophes
Home Care, Nursing Home Cost
- Paying Unnecessary or Excessive Commissions
Fees & Expenses, No-Load Funds
- Planning a Vacation Rather Than Protecting Your Estate
Living Now & Planning Later.
Tel #: 888-418-2587
Revised 11/5/08; Developed 9/20/08.