Investor Workshop: ‘Strategies to Maximize Your Social Security Benefits’

What you don't know could potentially cost you! Uncover how you can maximize your social security benefits and increase your retirement income. How Social Security benefits are calculated The best time to apply for benefits Married? Ways to coordinate benefits with your spouse Opportunities to increase your benefits Join us for our FREE upcoming investor [...]

By | 2017-11-21T21:33:32+00:00 December 13th, 2014|Investor Workshops|Comments Off on Investor Workshop: ‘Strategies to Maximize Your Social Security Benefits’

Investor Workshop: ‘Global Economic Armageddon: Should You Get Out of the Market?’

Does the market prefer a Congress controlled by the Republicans? The Democrats? Do investors do better if the Republicans or the Democrats control the White House? What Impact does debt and tax policy have on your investments? Are we heading for a GLOBAL ARMAGEDDON? Join us for our FREE upcoming investor educational event: Thurs. December [...]

By | 2017-11-21T21:33:32+00:00 November 24th, 2014|Investor Workshops|Comments Off on Investor Workshop: ‘Global Economic Armageddon: Should You Get Out of the Market?’

Does the Market Prefer Democrats or Republicans? OMG-Global Armageddon!

Join us on Thursday, December 4th at 7:00 PM Please Join us for an Evening of Fun and Education -Does the Market prefer Republicans or Democrats? -What Impact does debt and tax policy have on your investments? -Are we heading for a GLOBAL ARMAGEDDON?

By | 2017-11-21T21:33:32+00:00 November 18th, 2014|Investor Workshops|Comments Off on Does the Market Prefer Democrats or Republicans? OMG-Global Armageddon!

The Investor’s Silver Lining Playbook

"Do everything you can, and if you have a plan and stay positive-You have a shot at a silver lining!"  Inspired by the 2012 feature length movie, please sign up for our next workshop, The Investor’s Silver Lining Playbook. Thursday, October 23, 2014 at 7:00 PM 81 Mill Street Gahanna, OH 43230

By | 2017-11-21T21:33:33+00:00 October 10th, 2014|Investor Workshops|Comments Off on The Investor’s Silver Lining Playbook

Investor Workshop: The Investor’s Silver Lining Playbook

August 6th at 7:00pm Betzel Wealth Advisors 2720 Airport Dr. Columbus, OH 43219 Please RSVP We are living in a time of near constant negativity. Our media outlets bombard us 24/7 with doom, gloom and the next impending disaster. What is a prudent investor to do? Is there a silver lining hidden somewhere deep inside [...]

By | 2017-11-21T21:34:22+00:00 July 16th, 2013|Investor Workshops|Comments Off on Investor Workshop: The Investor’s Silver Lining Playbook

Investor Workshop: Should You Get Out of the Market Now?

Tuesday, June 18th, 2013 at 7:00 PM 2720 Airport Dr. Suite 100 Columbus, OH 43219 Have you ever found yourself wondering about any of the following? 1. What impact does Congress have on my portfolio? Does it matter who controls the House? The Senate? 2. What impact does our National Debt have on my 401-K [...]

By | 2017-11-21T21:34:23+00:00 June 10th, 2013|Investor Workshops|Comments Off on Investor Workshop: Should You Get Out of the Market Now?

All Financial Planning Workshop Dates for 2013

Recently, one of our client's requested if we could list the remaining 2013 dates for our financial planning workshops. Listed below are all of the upcoming dates. Workshop topics are still to be determined and will be announced on our blog a couple weeks before each workshop. All workshops start at 7:00pm and will be [...]

By | 2017-11-21T21:34:57+00:00 April 29th, 2013|Investor Workshops|Comments Off on All Financial Planning Workshop Dates for 2013

Investor Workshop: Rebalancing – What’s the Big Deal?

April's monthly investor workshop is titled REBALANCING - WHAT'S THE BIG DEAL? Thursday, April 25th at 7:00 PM Betzel Wealth Advisors Office 2720 Airport Dr. Suite 100 Columbus, OH 43219 Do you ever wonder how you can harvest gains made in an up market or mitigate losses during periods of market decline? Is YOUR Portfolio [...]

By | 2017-11-21T21:34:58+00:00 April 5th, 2013|Investor Workshops|Comments Off on Investor Workshop: Rebalancing – What’s the Big Deal?

Investor Workshop: Four Concerns that Impact Financial Peace of Mind

Do you ever find yourself wondering about the impact of: Recession Inflation, Politics, or the GDP on YOUR Portfolio Retirement, or Dreams Come and LEARN THE FACTS and take your next step on the Path of Financial Peace of Mind. We hope to see you at Betzel Wealth Advisors' first Investor Educational Workshop of 2013! [...]

By | 2017-11-21T21:34:58+00:00 January 14th, 2013|Investor Workshops|Comments Off on Investor Workshop: Four Concerns that Impact Financial Peace of Mind

Investor Workshop: Four Most Dangerous Words, “This Time Is Different”

Do you ever find yourself wondering how the economic and political outlook will impact your portfolio and your family? Can you identify the media, marketing, and cultural messages that undermine your financial peace of mind? Have you ever wondered how markets respond to (1) negative GDP (Recession), and (2) Democratic or Republican control of the [...]

By | 2017-11-21T21:34:58+00:00 January 8th, 2013|Investor Workshops|Comments Off on Investor Workshop: Four Most Dangerous Words, “This Time Is Different”