Dedicated

Our family advises other families using our proven financial model, with a high degree of personal interaction and alignment of interests.

Seminars


Our seminars focus on a variety of unique financial subjects we feel are essential to your overall financial health and well being.  We strongly believe that educating our clients is the key to a successful financial future.  We give our informational seminars on a monthly basis throughout the Seattle and Washington, DC areas.  Please check out our site monthly as we will be updating where the location and topic of our next seminars will be.  Feel free to contact us at any time if you would like to attend or have any questions.

Please contact us toll free at 1.800.961.6085 or 1.877.657.2205 for times and specific locations


Seminar Locations/ Topics:


04/25/2007 - Women Wisdom and Wealth
Location San Francisco, California
Speaker Susan Katz

06/13/2007 - Women Wisdom and Wealth
Location Bethesda, Maryland
Speakers Susan Katz and Julie Quinn

06/14/2007 - Women Wisdom and Wealth
Location Alexandria, Virginia
Speakers Susan Katz and Julie Quinn

06/17/2007 - 8 Cornerstones for Your
Financial Asset Management

Location Rehoboth Beach, Delaware
Speakers Larry Katz and Susan Katz

Recommended Reading


We at Katz Family Financial believe the best investment you can make in your financial future is knowledge. We would like make a few book recommendations that help get you started.

All of these books are available at most book stores or online at retailers such as amazon.com



Book Title / Author

Classics I and I1: An Investor's Anthology / Ellis

Irrational Exuberance / Shiller

The Future for Investors / Siegel

The Innovator's Dilemma / Christensen

Free to Choose / Friedman

What Works on Wall Street / O'Shaughnessy

Stocks for the Long Run / Siegel