Union Representative Program
Union Representative Program
As an advocate of community service, Optimum Capital Management has conducted numerous public seminars on the topics of asset management and investment planning and management. As the economy and the unemployment rates continue to fluctuate and as employee benefits are impacted by the economy, employee finances/investments will respond with equal uncertainty. Optimum Capital Management has assisted individuals to plan for their future through seminars and workshops that can be designed to meet the needs of employees in all industries (i.e. education, healthcare, manufacturing, etc.). Workshops have been conducted on the following topics:
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Workshop Topics
- Understanding the correct mentality for investing
- Describing how to obtain credit reports, increase FICO scores and the importance of having good FICO scores when one is planning to invest
- Developing a personal strategy and knowing the importance of a sound, personal budget
- Implementing Optimum Capital Management’s personal “seven-step” plan towards financial freedom and stability
- Stating the appropriate reasons for personal investing and discovering your tolerance for investing in the market
- Outlining and defining diversification strategies
- Defining and outlining various investment strategies
- Defining and outlining various tools of investing
- Monitoring and researching various investment opportunities
- Purchasing a home responsibly
- Procuring a loan for your business
- Starting/Organizing your business
As an employer who may want to assist employees in the midst of lay-offs or downsizing, benefit cuts, early retirements or uncertain employment futures; you are encouraged to contact Optimum Capital Management, LLC to conduct a seminar or workshop to enable your employees to better plan for their future as well as to empower them to take charge of their future financial security.
