[Held on 3/27/12]
This is an educational webinar is designed to answer about real estate investors’ main financial aspects and challenges.
Some topics we will cover include:
- No clear financial goals or plan
- Legal documents (will, trust, power of attorney, etc.) are out of order
- Beneficiary designation/title is wrong; not enough life insurance
- Inadequate home or automobile coverage
- High credit card debt & no handle on the budget
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About The Speaker
Anna Sergunina is a Certified Financial Planner™ professional and a Principal at MainStreet Financial Planning, Inc. (MSFP). MSFP is a Fee-Only financial planning company headquartered in Maryland with offices in Washington, D.C., New York, NY, San Mateo, CA and Santa Barbara, CA.
Anna Sergunina does not sell financial products or manage assets for a percentage fee. All services are rendered commission-free, on an hourly as-needed or project basis.
Anna specializes in working with individuals and couples from all walks of life. She is especially interested in helping real estate investors organize their financial lives, create and analyze alternative strategies to empower them make smart money decisions and most profitable deals.
Anna has been involved in financial services industry since 2003. She holds a Bachelor in Business Administration with concentration in Finance from Towson University in Maryland. She has an experience working for several financial institutions providing services in the investment management arena, 401k administration and college savings.
Anna is a real estate investor herself with a background in investing in different parts of the country.
She can be reached at firstname.lastname@example.org or 415-562-4678