Seminars

Len Nassi, CFP®, CDFA™ has been in the financial services industry for more than 25 years, helping individuals and families develop a written plan to work towards reaching their financial dreams. He is a Certified Financial Planner™ Professional (CFP®) and a Certified Divorce Financial Analyst™ (CDFA™).

If your organization, church, synagogue, or community group would like to schedule Len Nassi to present to your group, please contact Len at (954) 894-6006, or send an email now… (There is no cost or obligation to your group for these seminars.)

Seminar Topic:

The Importance of Having a Written Financial Plan

I talk with the goal of motivating people to focus on their finances and achieving their financial goals. Most people fail financially because of procrastination. Just like thinking about exercise will not make you physically fit, the same is true with your finances. If you want to achieve your dreams, you’ve got to take action.

Your financial roadmap will tell you where you are, where you want to be in the future, and what you need to do today to work towards reaching your goals.

A Written Financial Plan will help determine:

  • If you are taking advantage of the tax laws
  • Whether or not your your assets are properly positioned
  • How much capital will you need to produce a comfortable retirement income, so you can enjoy your golden years
  • How much should you set aside each month for savings and investment
  • The effects of inflation on savings and investments
  • The monthly income your family would need in the event of premature death

Seminar Topic:

Gaining Financial Control of Your Divorce

Join financial expert Len Nassi, CFP®, CDFA™ and learn about the crucial information you need on how to take control of your finances during your divorce.

This seminar, “Gaining Financial Control of Your Divorce,” will show you how to avoid some of the most common financial mistakes people make during the divorce process – as well as show you the sources of money that may be available to you as a result of your divorce.

The decisions you make during your divorce will affect the rest of your life. But how do you know if your divorce settlement will lead towards financial freedom or financial ruin down the road? In these tough economic times, it’s crucial that you get the right information so that you can make sound financial – not emotional – decisions.

  • What if child support doesn’t cover all of your child’s expenses?
  • Do you know how much of your spousal support you’ll get to keep after taxes?
  • Are you really getting the assets you need for your unique circumstances?
  • Are you sure you can afford to keep the house?