SPJ and Carter Financial
Management
present
Help With the Big Decision
(and afterward)
WHO: At SPJ’s
request, the highly respected firm of Carter Financial Management of
WHAT: The
folks from Carter provided some dynamite guidance after the News’ 2004
layoffs* -- for rolling over 401Ks, making the most of limited cash flow, and
just surviving financially. They’ve agreed to provide the same kinds of
information again, plus helping with some advice on buyouts and retirement
issues.
The financial planners will take
questions at the end of their presentation, but there won’t betime Thursday
night provide individualized advice. However, information will be provided at
the session explaining how to set up individual sessions.
WHEN and WHERE: We
are planning to hold this in Room 283 in SMU’s
WHAT YOU NEED TO DO:
As soon as you can, please let Steve McGonigle (smcgonigle@dallasnews.com)
know if you plan to attend. This will affect how many copies of handouts we
need to make and whether we need a larger room. The Carter folks have also
asked, if possible, that those RSVP-ing give their ages and years of service –
so they can better judge the demographics of the group they’ll be talking to.
WHY: Because
SPJ wants to help. So do the folks at Carter. And because, ultimately, we’re
all in this together.
DETAILS: Since
we put this together quickly, we’re not planning on providing food or drink,
except maybe bottled water. Many thanks to Craig Flournoy, Tony Pederson, Steve
McGonigle, and particularly Bob Berg and his cohorts at Carter Financial
Management, for helping make this happen.
*For a report on the
2004 session, go to http://spjfw.org/newsletterfebthrudec04/p2_december04.html
and look near the
bottom of the page.