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Loan modification
and
foreclosure prevention workshop
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| This workshop is scheduled for summer 2009 - please check
back
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Dollars
and Sense proudly
presents periodic workshops on topics of financial interest. For
example, a previous talk focused on "Real Estate Investing: The
Fundamentals and Tax Implications".
These free
workshops are a way for us to share information and to introduce
Dollars and Sense as part of your wealth team. It's a way to say “thank
you” to current clients for your business over the years and
"welcome" to those prospective clients who want to know
more about us. No one will try to sell you anything, and your
personal information will not be shared. Guests are welcome.
Please
check back for updates, or call Caroline Murphy at 831.251.4183 for
the most current workshop information.
Sponsor-Presenter
Bio:
Dollars
and Sense offers comprehensive tax
planning services to individuals and corporations. We offer
retirement and education planning, wealth management,
budgeting, forecasting, property analysis, incorporation, consulting
and other financial services.
Caroline
Murphy, founder and owner of Dollars
and Sense tax planning and financial services, is working
towards her Certified Financial Planner (CFP) designation, a
prestigious and rigorous course of study and certification. Caroline
has been active in property development and investing for over a
decade. Caroline holds a California Real Estate License and works
with American Dream Realty. Caroline
Murphy holds a Series 6, 63 and 65 securities license and is registered
and bonded tax professional (CTEC #A041332).
e-mail:
caroline@dollarsandsenseinfo.com
phone 831.251-4183 fax 831.426-2823
1206 Bay St., Santa Cruz, CA 95060 |
