Shirley White-Stevens – Investment Services Center
Speaker’s Topics
Small Business Owners: 10 Costly Mistakes to Avoid – Taxes and debt are a small business owner’s biggest problems. How many small business owners are looking for money-saving ideas and strategies to improve their cash flow? Taxes are one of the small business owner’s largest expenses. Federal taxes are bad enough, but self employment taxes just compound the grief. So why not take advantage of every possible tax deduction allowed in the IRS code? How much money you need to retire? Can you afford to retire when and where you want? Do you know what you want to do in retirement? Have you taken the time to
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income - Have You Considered . . . Here are some of the questions this presentation addresses:
- Will social security be there for me?
- How much can I expect to receive?
- When should I apply for social security?
- How can I maximize my benefits?
Will social security be enough to live on in retirement?
Making Your Retirement a Reality
Have You Considered . . .
How much money you need to retire? Can you afford to retire when and where you want? Do you know what you want to do in retirement? Have you taken the time to envision your retirement? Why Plan now? A goal without a plan is just a wish. Let’s look at how to get started.
Funding Education/Retirement – Without Going Broke
Let’s consider the education/retirement dilemma: how old will you be when your last child graduates from college? Will you have time to fund retirement after college? How can you fund both? This discussion will help you find unique ideas on how to solve the dilemma of financing college without spending your retirement $$.
Marketing Your Student Athlete
This presentation can help you learn how to get your student athlete recruited by the
college of his/her choice, how to maximize scholarship offers, and how to pay the balance of college expenses.
Women Money & Power
An educational presentation on financial management designed especially for women.
Shirley White-Stevens is a Certified Financial Planner and Certified College Planning Specialist. Her goal is to help families who do not qualify for need-based financial aid to reduce the overall costs of private school and college and to ultimately be able to save more money for retirement. She also specializes in comprehensive financial planning, insurance planning and the needs of the entrepreneurial and professional woman.
Shirley has been a keynote speaker at numerous meetings and workshops for businesses, credit unions, churches and professional organizations in the Dallas area. She has authored numerous articles on educational funding, and serves as a registered advisor for the NICCP and savingforcollege.com. Shirley is one of a select few who have earned the honor to be named as one of Americaâ„¢s Top Financial Planners by the Consumerâ„¢s Research Council of America.
Involved in her community, Shirley was awarded the Collin County ABWA Woman of the Year in 2003 and served as Minister of Music and Arts at Christ the Servant Lutheran Church in Allen, TX for 15 years. She holds degrees from Ursinus College and has done graduate work at Temple Medical School and the University of North Texas. Shirley White-Stevens is a Certified Financial Planner and Certified College Planning Specialist. Her goal is to help families who do not qualify for need-based financial aid to reduce the overall costs of private school and college and to ultimately be able to save more money for retirement. She also specializes in comprehensive financial planning, insurance planning and the needs of the entrepreneurial and professional woman. Shirley has been a keynote speaker at numerous meetings and workshops for businesses, credit unions, churches and professional organizations in the Dallas area. She has authored numerous articles on educational funding, and serves as a registered advisor for the NICCP and savingforcollege.com. Shirley is one of a select few who have earned the honor to be named as one of by the Consumerâ„¢s Research Council of America. Involved in her community, Shirley was awarded the Collin County ABWA Woman of the Year in 2003 and served as Minister of Music and Arts at Christ the Servant Lutheran Church in Allen, TX for 15 years. She holds degrees from Ursinus College and has done graduate work at Temple Medical School and the University of North Texas.Contact Shirley 214-495-9993 Shirley White-Stevens is a Certified Financial Planner and Certified College Planning Specialist. Her goal is to help families who do not qualify for need-based financial aid to reduce the overall costs of private school and college and to ultimately be able to save more money for retirement. She also specializes in comprehensive financial planning, insurance planning and the needs of the entrepreneurial and professional woman. Shirley has been a keynote speaker at numerous meetings and workshops for businesses, credit unions, churches and professional organizations in the Dallas area. She has authored numerous articles on educational funding, and serves as a registered advisor for the NICCP and savingforcollege.com. Shirley is one of a select few who have earned the honor to be named as one of by the Consumerâ„¢s Research Council of America. Involved in her community, Shirley was awarded the Collin County ABWA Woman of the Year in 2003 and served as Minister of Music and Arts at Christ the Servant Lutheran Church in Allen, TX for 15 years. She holds degrees from Ursinus College and has done graduate work at Temple Medical School and the University of North Texas.Contact Shirley
