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Free Seminars

The public is invited to find financial solutions... for free... most every Thursday... starting at 6 p.m.

 

Professional Members of the Asheville Strategic Alliance, through its Financial Wellness Forum public outreach program, offer free weekly seminars every Thursday evening at ASA's downtown Asheville offices. They are sometimes joined by guest speakers. ASA members also provide fee-based workshops at other times and locations through their own independent businesses and practices. They also offer one-on-one consulting services by appointment for individuals and small business owners who seek financial and legal solutions.
 



If you own a business -- or are thinking about starting one -- attend the free 'Small Business Boot Camp' seminar series held monthly on select Tuesdays at 6 p.m.

 

Professional Members of the Asheville Strategic Alliance offer free monthly seminars for business owners on select Tuesday evenings at ASA's downtown Asheville offices.

The free seminars last for approximately one hour, and are followed by a question-and-answer session to address specific issues of attendees.
 


 
FINANCIAL WELLNESS FORUM
Current schedule of free seminars
Open to the Public

* WHEN: Each seminar begins at 6 p.m.

* WHERE: Each is conducted at the Asheville Strategic Alliance (ASA), 149 South Lexington Avenue in Downtown Asheville.


Thurs., October 1, 2009, 6 to 7 p.m.
The Road to Stock Market Recovery
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKER: Doug English, CFP, Scientific Investors, Scientific Investors, 828-398-2802, www.scientificinvestors.com
SEMINAR DESCRIPTION: You've been paying attention to the equity markets, but you're not sure which stocks are worth following. Certified Financial Planner Doug English can help you avoid new pitfalls and explore smart investment ideas you may not have considered.

Thurs., October 8, 2009, 6 to 7 p.m.
Buying & Selling Real Estate in a Buyer's Market:
Understanding Short Sales, Foreclosures & Deeds in Lieu of Foreclosure

Part of ASA's 'Planning Ahead' Series
* ASA PANEL DISCUSSION:
 Mary Hart, Attorney, The Hart Law Group, 828-271-4278,
www.thehartlawgroup.com; David Kanis, Ashford Mortgage Advisors, 828-350-8886, www.ashevillehomeloans.com; Mike Sowinski, CPA, CFO Consultants, 828-712-2913, www.cfoconsultants.net; Anthony Mitchell, Anthony Mitchell Insurance/AAA, 828-210-8787, www.anthonymitchellaaa.com

Thurs., October 15, 2009, 6 to 7 p.m.
Discover the Best Investments in a Recession
(or What Our Crystal Ball Says Now)
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKERS: Doug English, CFP, Scientific Investors, Scientific Investors, 828-398-2802, www.scientificinvestors.com; Mike Sowinski, CPA, CFO Consultants, 828-712-2913, www.cfoconsultants.net,

Thurs., October 22, 2009, 6 to 7 p.m.
End of the Year PERSONAL Tax Planning
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKER: Mike Sowinski, CPA, CFO Consultants, 828-712-2913, www.cfoconsultants.net

Tues., October 27, 2009, 6 to 7 p.m.
End of the Year BUSINESS Tax Planning
Part of ASA's 'Small Business Boot Camp' Series
* ASA SPEAKER: Mike Sowinski, CPA, CFO Consultants, 828-712-2913, www.cfoconsultants.net

Thurs., October 29, 2009, 6 to 7 p.m.
Retirement Programs & Health Care Benefits:
Successful Tax Strategies
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKERS: Mike Sowinski, CPA, CFO Consultants, 828-712-2913, www.cfoconsultants.net; Mary Hart, Attorney, The Hart Law Group, 828-271-4278, www.thehartlawgroup.com

Thurs., November 5, 2009, 6 to 7 p.m.
How NOT to Become a Financial Burden to Your Kids
Part of ASA's 'Take Charge of Your Money, Life & Future' Series
* ASA PANEL DISCUSSION: Reeta Wolfsohn, CMSW, Center for Financial Social Work, 828-658-1919, www.financialsocialwork.com; Mary Hart, Attorney, The Hart Law Group, 828-271-4278, www.thehartlawgroup.com; David Kanis, Ashford Mortgage Advisors, 828-350-8886, www.ashevillehomeloans.comAnthony Mitchell, Anthony Mitchell Insurance/AAA, 828-210-8787, www.anthonymitchellaaa.com

Thurs., November 12, 2009, 6 to 7 p.m.
An Insiders' Guide to Long-Term Care
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKER: Anthony Mitchell, Anthony Mitchell Insurance/AAA, 828-210-8787, www.anthonymitchellaaa.com
* GUEST SPEAKER: Betty Doll

Thurs., November 19, 2009, 6 to 7 p.m.
Fee-Based versus Commission-Based: What Is the Right Investment Advisor for You?
Part of ASA's 'Planning Ahead' Series
* ASA SPEAKER: Doug English, CFP, Scientific Investors, Scientific Investors, 828-398-2802, www.scientificinvestors.com

Thurs., December 3, 2009, 6 to 7 p.m.
Estate Planning for Unmarried Couples: How to Protect Your Loved Ones
Part of ASA's 'Planning Ahead' Series
* ASA PANEL DISCUSSION: Reeta Wolfsohn, CMSW, Center for Financial Social Work, 828-658-1919, www.financialsocialwork.com; Mary Hart, Attorney, The Hart Law Group, 828-271-4278, www.thehartlawgroup.com; David Kanis, Ashford Mortgage Advisors, 828-350-8886, www.ashevillehomeloans.comAnthony Mitchell, Anthony Mitchell Insurance/AAA, 828-210-8787, www.anthonymitchellaaa.com

Thurs., January 14, 2010, 6 to 7 p.m.
Create A Money Mission Statement
Part of the Forum's 'Take Charge of Your Money, Life & Future' Series
* ASA SPEAKER: Reeta Wolfsohn, CMSW, Center for Financial Social Work, 828-658-1919,
www.financialsocialwork.com
* SEMINAR DESCRIPTION: Attend this powerful seminar to help you become more money wise. At the seminar you will learn to align your spending choices with your hopes and dreams. You can make certain that every expenditure -- big and small -- supports your Money Mission Statement. At the end of this free seminar, Reeta Wolfsohn will take your questions. Come to one or both seminars -- and bring a friend or family member -- to learn together about this effective personal finance tool that can change your life forever.


Thurs., January 21, 2010, 6 to 7 p.m..
Buying Insurance Right:
What you don’t know might hurt you when buying personal home and auto insurance

Part of ASA's 'Planning Ahead' Series
* ASA SPEAKER: Anthony Mitchell, Anthony Mitchell Insurance/AAA, 828-210-8787, www.anthonymitchellaaa.com
* SEMINAR DESCRIPTION: Learn what risks may not be covered in your insurance policies, as presented by a former insurance underwriter, investigator and current agent/owner, who, many say, "You've never met an insurance man like Anthony Mitchell. He's entertaining and knowledgeable." Come one and all, and come as you are. There is no cost and no obligation. Or as Anthony puts it, "Insurance may not be glamorous, but I can make it entertaining." So bring a friend, too.


Seminar Hours, Location, Details:

* The posted seminars will be held from 6 to 7 p.m. at the Asheville Strategic Alliance, "Home of the Financial Wellness Forum," Lexington Station, 149 South Lexington Avenue, Asheville, NC 28801.

* Each seminar is free and open to the public.

* A question-and-answer session is usually provided at the end of each seminar.

* The public is encouraged to arrive as early as 5:45 p.m. to meet the speakers, see friends, and make new acquaintances. The talk will then begin at 6 p.m. and last approximately one hour, which includes time allotted for speakers to answers questions from the audience.

* Seminar topics and speakers are subject to change. Please return to this page to double-check on the status of the seminar as well as see new additions.

* Metered street parking is available along South Lexington Avenue and on nearby Biltmore Avenue in downtown Asheville. SPECIAL NOTES: Street parking is free AFTER 6 p.m. To avoid being towed, do not park in PRIVATE parking lots.

* The Forum is located inside the Asheville Strategic Alliance. The street address is 149 South Lexington Ave., Asheville, NC 28801, which is located within the building known as Lexington Station. It is one block from The Orange Peel on Hilliard and just around the corner from Handmade in America. Other nearby neighbors include Charlotte Street Computers (downtown location) and Mountain Bizworks. For additional directions, call 828-350-8886 or 828-768-5600.
 


 



For information about upcoming events or to suggest a special guest speaker and topic, contact: Byron Belzak at 828-768-5600 or email:
Click Here>





Asheville Strategic Alliance sponsors the Financial Wellness Forum

Through its educational series of seminars, the Asheville Strategic Alliance helps business owners, managers and executives operate efficient, successful businesses.

Financial Wellness Forum provides the public with ideas and solutions on how to better manage their personal finances and improve their economic future.


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