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Jan
10

Organizing Your Papers Seminar

You are invited to join me as I co-host a free seminar, Money Matters: Organizing Your Papers for a Successful New Year, with Carolyn Anderson-Fermann of Simply Organized Life. The seminar will take place at the Dexter District Library on Friday, January 20 at 10:00am. We will cover methods and strategies to help you simplify, organize, and take greater control of your personal finances.

Categories: Announcements, Media
Tags: Carolyn Anderson-Fermann, Dexter, seminar, Simply Organized Life

Oct
5

Self-directed Investing Program

Investing isn’t rocket science. You can manage your portfolio in a simple and smart way, and I would like to show you how. As a community service, I will be presenting on Self-directed Investing at the Center for the Education of Women (CEW) at the University of Michigan on Tuesday, November 16 at 5:30PM. Registration is required as is a $15 fee that goes to CEW to offset its cost for providing the program. Hope to see you there.

Categories: Announcements, Investments

Apr
22

Talk to your Honey about Money

Are you married? Do you have trouble talking to your spouse about money?

If you answered “yes” to the first question above, you almost certainly answered “yes” to the second one. If so, you may benefit from a workshop that will help you explore your habits and attitudes toward money in the context of your relationship.

Marriage Matters of Jackson, Michigan is sponsoring such a workshop for married couples on Saturday, May 1, 2010 at 6:00PM. It’s $45 per couple, including dinner. Visit http://www.marriagemattersjackson.org/date.php for details.

By the way, Oliver Financial Planning is in no way affiliated with the workshop or Marriage Matters of Jackson. I just happen to like the work of the speaker, Syble Solomon, and think we can all use some assistance in learning to talk about money with those we love.

Category: Announcements
Tags: attitudes, event, habits

Oct
21

Welcome to our new website

Welcome to the redesigned Oliver Financial Planning website. I am excited to show you our new look and functionality. You can now use our website to:

  • Schedule appointments on-line on the Our Solutions page,
  • Stay on top of important financial planning trends, articles, and information on our Blog, and
  • Link to us on Twitter, Facebook, or LinkedIn from the Home page.

I would like to hear your feedback. Please e-mail me at rob@oliverplanning.com to share your thoughts about what you like about the new site or what could be improved.

Thanks to the fine folks at Hile Design for their expertise and guidance in designing and building the new site.

Category: Announcements