Covell Financial

The topic will be on how to protect yourself in a world of rising taxes. Learn the strategies that will help protect your wealth and your income against a leaner, meaner IRS.

Also: Is a Roth conversion for your? Find out what CPAs always get wrong.

Join us and combine a solid educational experience with a great dinner.
Annuities -the Good, the Bad, and the Ugly.

Who should attend:
Seniors who want a no-nonsense approach to learning the basics of annuities and how they can be used for safety and guaranteed income.

Requirements:
This Workshop is for those 60-80 years old only. This Workshop requires an Invitation Code to register (last 4 digits of the reservation phone number). If you did not receive an invitation but would like to attend, please call us at 225-293-9471.


Where:

DeAngelos Casual Italian Dining
7970 Jefferson Highway
Baton Rouge, LA

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This workshop is 2 hours long (including complimentary dinner).

The Perfect Storm is a workshop covering all aspects of financial and estate planning, but with an emphasis on showing you how increasing taxes will impact your retirement plan. Happy with the way the market is going so far in 2009? Attend this free workshop to learn how we got into this mess and what investments take advantage of a market in disarray. Click below to see more about the topics to be discussed.

I'm Tired of Losing Money -Now what? is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2009? Attend this free workshop to learn how we got into this mess and what investments take advantage of a market in disarray. Click below to see more about the topics to be discussed.

Where:
Christiano's Ristorante
300 Oak Harbor Blvd.
Slidell, LA

I'm Tired of Losing Money -Now what? is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2009? Attend this free workshop to learn how we got into this mess and what investments take advantage of a market in disarray. Click below to see more about the topics to be discussed.

Where:
Christiano's Ristorante
300 Oak Harbor Blvd.
Slidell, LA


Click HERE for a map to the restaurant.

This workshop is 1 hour long. Dinner will be served at end of workshop. Come join us for a fun evening at Slidell's newest and finest restaurant. We always make our workshops entertaining first and informational second.

Couples and individuals attending will receive a free copy of our book The Louisiana Legal Advisor.

I'm Tired of Losing Money -Now what? is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2009? Attend this free workshop to learn how we got into this mess and what investments take advantage of a market in disarray. Click below to see more about the topics to be discussed.

Where:
Christiano's Ristorante
300 Oak Harbor Blvd.
Slidell, LA


Click HERE for a map to the restaurant.

This workshop is 1 hour long. Lunch will be served at end of workshop. Come join us for a fun afternoon at Slidell's newest and finest restaurant. We always make our workshops entertaining first and informational second.

Couples and individuals attending will receive a free copy of our book The Louisiana Legal Advisor.

Financial Survival: 2008 and Beyond is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2008? Attend this free workshop to learn how we got into this mess and what investment take advantage of a market in disarray. Click below to see more about the topics to be discussed.

Where:
DeAngelos Fine Italian Dining
7970 Jefferson Higway
Baton Rouge, LA


This workshop is 1 hour long. Dinner will be served at end of workshop.

Couples and individuals attending will receive a free copy of our book The Louisiana Legal Advisor.

Financial Survival: 2008 and Beyond is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2008? Attend this free workshop to learn how we got into this mess and what investment take advantage of a market in disarray. Click below to see more about the topics to be discussed.

Where:
DeAngelos Fine Italian Dining
7970 Jefferson Higway
Baton Rouge, LA


This workshop is 1 hour long. Lunch will be served at end of workshop.

Couples and individuals attending will receive a free copy of our book The Louisiana Legal Advisor.

Financial Survival: 2008 and Beyond is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2008? Attend this free workshop to learn what investments should do well this year and how investments can be protected from market risk. Click below to see more about the topics to be discussed.

Where:
Homewood Suites
101 Holiday Square Frontage Road
Covington, LA
(Intersection of I-12 and US 190)

This workshop is 1 hour long (refreshments served).

Couples and individuals attending will receive a free copy of our book The Louisiana Legal Advisor.

Financial Survival: 2008 and Beyond is a workshop covering all aspects of financial and estate planning. Happy with the way the market is going so far in 2008? Attend this free workshop to learn what investment should do well this year and how investments can be protected from market risk.

Where:
DeAngelos Pizzaria
7970 Jefferson Highway
Baton Rouge, LA

This workshop is 2 hours long (including complimentary lunch).