Ron Allen and Friends

Ron Allen & Friends
Making the Most of Your Money


Fund your future and realize your dreams with
smart strategies for building your personal wealth.

This series of seven financial planning modules will simplify the complicated money maze. Learn to minimize your taxes, manage cash flow, evaluate stocks and bonds, select your best retirement plan from 401(k)s to IRAs, time your retirement payouts for the best returns, select insurance plans and protect your wealth with effective estate planning tools. Now is the time to start making the most of your hard earned dollars. Contact us for more information .

Financial Principles
Learn how to keep pace with inflation, potentially minimize taxes and harness the power of compounding. Discover how to assess your financial situation, manage your cash flow and set realistic goals.

Investments
This class presents a broad overview of investment alternatives. Learn how to evaluate stocks, bonds and mutual funds for risk, return and suitability.

Investment Strategies
Learn investment strategies that can help you minimize and manage risk from inflation, interest rates and market fluctuations. Discover the benefits of dollar cost averaging, asset allocation and diversification.

Retirement Contributions
Learn how to use a wide variety of retirement plans to reach your investment goals. Discover the benefits of 401(k)s, 403(b)s, 457s, employee stock options, traditional and Roth IRAs, and other retirement plans.

Taking Money Out of Retirement Plans
Discover the most efficient ways to take money out of your retirement plans. Learn about pre-retirement withdrawals, early retirement distributions, normal retirement distributions and how to structure your retirement income.

Risk Management
Discover how to protect your hard-earned financial assets. Learn how to select and evaluate insurance plans, including life, health, disability, long-term care, liability and property insurance.

Estate Planning
Learn the strategies of effective estate planning. Discover how to use direct transfers, joint ownership and trusts to pass on your estate. Learn techniques to potentially minimize income, gift and estate taxes.

Interested? For information on scheduling this series contact us.

RON ALLEN MINISTRIES INC. is a nonprofit, tax exempt 501(c)(3) corporation. All gifts are tax deductible.