Peter Owen Holds Seminar in Massapequa for Senator Kemp Hannon

June 23, 2010

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Massapequa Patch

Government, Business

Financial Planning Seminar at Plainedge Library

Get practical advice on your financial decisions.

By Edward Robinson | Email the author | June 19, 2010

 

  Peter Owen, President new  

Peter Owen, PresidentCredit Edward Robinson
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Money is on the mind of most Long Islanders. The area has wonderful homes in  top notch school districts.

But mortgages are high and there are bills to pay. There are worries about retirement and paying for college. Debt and unemployment can be a nightmare.

If area residents are looking for some common sense financial advice, there’s some on the way.

The Plainedge Library in North Massapequa is hosting a free financial planning seminar Tuesday June 22, to help you deal with these problems.

The event, which is being sponsored by State Sen. Kemp Hann0n, will feature Peter Owen, a financial planner for Trendline Financial Solutions.

Owen, who spent 32 years at JP Morgan Chase, before starting Treadline,  says the seminar will focus on what he says are the six major categories of financial planning: cash flow; insurance issues; savings and investing; tax planning; retirement and estate planning.

“It’s very interactive,” he said of the seminar. “I like to get down with the people annd listen to their questions.  If they don’t ask questions, I will ask them questions.

He says most of the advice he gives is “essentially common sense.”

“Most people know this stuff already; I’m going to remind them of what they already know.”

Owen says he wants to hear what people want to focus on and answer their individual questions.  A lot of questions focus on how much people need for their retirement, while handling debt is also a mounting problem.

“What most people do is ignore the situation and put their expenses on another credit card,” he said.

He says he he tries to remind those facing debt that “they don’t have to go out to eat several nights a week or buy premium channels on cable TV.”

“If they chip away at it, hopefully they won’t be at the point where they have to sell the house or declare bankruptcy.”

Owen recognizes the economy has forced people to make tough choices, but his message is, “Hang in there, this country is not going down the drain and neither are you.”

Hannon said the current economic state spurred him to put the seminar together.

“It’s been a rough couple of years for everyone,” he said. “Long Islanders are wondering how they are going to make their next mortgage payment and how they are going to send their kids to college.  The key to getting your finances in order for the long haul, is having a practical game plan.”

Owen said that area residents have what it takes to pull out of the financial crisis. “I have a lot of faith in the Long Islander,” he said.

 

 

 

Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY – convenient to Garden City and Rockville Centre.

 

Servicing all Nassau County villages:

Atlantic Beach
Bellerose
Cedarhurst
East Rockaway
Floral Park
Freeport
Garden City
Hempstead
Hewlett Bay Park
Hewlett Harbor
Hewlett Neck
Island Park
Lawrence
Lynbrook
Malverne
New Hyde Park
Rockville Centre
South Floral Park
Stewart Manor
Valley Stream
Woodsburgh
Bayville
Brookville
Centre Island
Cove Neck
Farmingdale
Lattingtown
Laurel Hollow
Massapequa Park
Matinecock
Mill Neck
Muttontown
Oyster Bay Cove
Old Brookville
Sea Cliff
Upper Brookville
Baxter Estates
East Hills
East Williston
Flower Hill
Great Neck
Great Neck Estates
Great Neck Plaza
Kensingston
Kings Point
Lake Success
Manorhaven
Mineola
Munsey park
New Hyde Park
North Hills
Old Westbury
Plandome
Plandome Heights
Plandome Manor
Port Washington No.
Roslyn
Roslyn Estates
Roslyn Harbor
Russel Gardens
Saddle Rock
Sands Point
Thomaston
Westbury
Williston Pk

Serving All of Suffolk County

Argyle Lake: A main attraction in the town of Babylon.

Senator Kemp Hannon Financial Planning Seminar

June 8, 2010

Senator Kemp Hannon, 6th District New York, requested Peter Owen of Trendline Financial Solutions to conduct a Financial Planning Seminar in Plainedge on June 22, 2010. Details below

Senator Hannon’s Financial Planning Seminar
Posted on June 2, 2010


Senator Hannon’s Financial Planning Seminar

Tuesday, June 22, 2010
7PM to 9PM
Plainedge Library
1060 Hicksville Road, Massapequa

With our speaker,
Peter Owens of Trendline Financial Solutions

Learn how to analyze the basic areas of your own financial situation and develop a logical plan going forward. Mr. Owens will address cash emergency funds, monthly budget, net worth, insurance, monthly savings, planning for major life events and retirement planning.

Reservations are necessary and can be made by calling Senator Hannon’s Community office at 516-739-1700 or “Reserve a Seat” by clicking here.Copyright 2009 – Kemp Hannon

District Office
224 Seventh Street
Garden City, NY 11530
516.739.1700
Albany Office
408 Legislative Office Bldg.
Albany, NY 12247
518.455.2200



 

 

Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY – convenient to Garden City and Rockville Centre.

 

Servicing all Nassau County villages:

Atlantic Beach
Bellerose
Cedarhurst
East Rockaway
Floral Park
Freeport
Garden City
Hempstead
Hewlett Bay Park
Hewlett Harbor
Hewlett Neck
Island Park
Lawrence
Lynbrook
Malverne
New Hyde Park
Rockville Centre
South Floral Park
Stewart Manor
Valley Stream
Woodsburgh
Bayville
Brookville
Centre Island
Cove Neck
Farmingdale
Lattingtown
Laurel Hollow
Massapequa Park
Matinecock
Mill Neck
Muttontown
Oyster Bay Cove
Old Brookville
Sea Cliff
Upper Brookville
Baxter Estates
East Hills
East Williston
Flower Hill
Great Neck
Great Neck Estates
Great Neck Plaza
Kensingston
Kings Point
Lake Success
Manorhaven
Mineola
Munsey park
New Hyde Park
North Hills
Old Westbury
Plandome
Plandome Heights
Plandome Manor
Port Washington No.
Roslyn
Roslyn Estates
Roslyn Harbor
Russel Gardens
Saddle Rock
Sands Point
Thomaston
Westbury
Williston Pk

Serving All of Suffolk County

Argyle Lake: A main attraction in the town of Babylon.

  • Oakdale, Ocean Beach, Old Field, Orient
  • Patchogue, Peconic, Poquott, Port Jefferson, Port Jefferson Station
  • Quioque (Quiogue), Quogue
  • Remsenburg, Ridge, Riverhead (town), Riverhead (hamlet), Riverside, Rocky Point, <{pan style="color: #c0c0c0;">Ronkobkoma )3Cli>[ag Harbor, )3Ca title=”Sagaponack, Nes York” href%3H”http:/%2Nwww.trendlinefijancialsolutions

    Trendline Announces its My Financial Planner 24/7 Program

    October 20, 2009

     Trendline Announces its new “My Financial Planner 24/7 Program” for  average people who cannot afford expensive financial advice.

    Do you consider yourself:

    -          An average family, maybe have some kids or plan to eventually

    -          may have a house or hope to someday

    -          get the bills paid but nothing left to go to savings

    -          credit cards piling up but we are still surviving

    -          I get most of my financial advice by asking family members, friends or coworkers

    -          I honestly have nowhere to turn when I have a financial issue or question

    My name is Peter Owen and I started Trendline Financial Solutions to assist ordinary middle class people with their everyday financial issues. WHY? Because the majority of  financial practitioners want to either manage the assets of the rich and get nice management fees, or they want to sell you some product ie a Front- Load mutual fund or insurance policy. Who is there to help ordinary people with their financial questions and problems? I set up as a Fee Only financial planner and , yes, I do normal comprehensive financial planning and investment management. However, I have found that most middle class people do not require comprehensive Planning, that their financial situations are relatively simple – surviving with little left over, probably have a company or union pension, manage to take a vacation every 2 years. What they really need is a person who they can call when they have a question or a new problem due to a change in their lives, maybe help with setting up a budget, getting a second opinion about some guy trying to sell them a financial product, where to find an accountant or attorney, basically someone who is always there to help when needed.

    For this reason,  Trendline has started a program whereby you can call me as many times as you need to, 24/7 , to ask a financial question. Some of my associates have said I am crazy, that people will be calling every day. Maybe, and I realize some people may call every day just because they can. But I expect that most people truly want someone there when needed, some may never call but are still comforted by knowing someone is there just in case.

    Cost : $30 per month charged to your major credit card, plus an initial one hour session costing $180  to get all necessary information about your finances and family situation/desires, so that I can be prepared when you call with a question.

    Questions that require more research or work will revert back to our normal $180 hourly charge.

    Call or email for a free introductory meeting to discuss your needs.

    Contact:

    Peter B. Owen

    1675 Cedar Beach Road, Southold, NY 11971

    223 Parker Avenue, West Hempstead, NY 11552

    21 West Mill Drive, Great Neck, NY 11021

    Phone: (516)317-2860

    Email: info@trendlinefinancialsolutions————–
    or peter@trendlinefinancialsolutions.com

    Website : trendlinefinancialsolutions.com

    Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck  and West Hempstead, NY, convenient to Garden City, Rockville Centre

     

     

     

     

    Trendline Financial Solutions

    September 22, 2009

    Press Release

    Trendline Financial  Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold and West Hempstead, NY

    Trendline Financial Solutions is pleased to announce its opening as a Personal Financial Planning practice servicing families and individuals on Long Island. Trendline has offices in Southold, Great Neck and West Hempstead.

    Trendline Financial Solutions is headed by Peter B. Owen, whose experience in the financial services industry stretches for more than 30 representing Bankers Trust Company and then JPMorgan Chase Bank as Trustee of Fortune 500 corporate pension and 401K plans. Trendline provides comprehensive financial planning expertise in a variety of areas, including retirement planning strategies, insurance planning, investment planning, tax planning and preparation, college funding advice, a cash flow spending plan, estate planning, personalized comprehensive financial planning; and can also offer a second opinion on investments or current financial plans. For client’s requesting Investment Management, Trendline’s process includes analysis of the client’s current portfolio, designing of an optimal portfolio, development of a disciplined investment strategy and policy, assistance in implementation, quarterely reviewing of the portfolio.

    “We value the trust and relationships that we develop with our clients,” Owen said. “That trust is the foundation of the philosophy of our Personal Financial Planning Practice.”

    Trendline believes that trust can only come if there is no conflict of interest with the client. Trendline will never accept referral fees nor charge any commissions for any advice or products they may recommend. “By not accepting referral fees or commissions, clients can be assured that our advice and counsel is based upon our expertise and not which product will produce the best income for us,” Owen stated.

    New clients can expect a free introductory meeting so they can get comfortable with Trendline’s capabilities and process. Clients will receive thorough analysis and advice tailored to their situation, clear written plans and explanations, follow up and implementation of plans, as well as quarterly reviews.”We offer ongoing personal service 24/7,” Owen said. “We are here to assist clients in any financial matter, anytime of the day.”

    Trendline is not affiliated with any other providers of financial services or products. They offer objective financial advice that can only be provided by “Fee-Only” financial advisors.

    Contact:

    Peter B. Owen

    1675 Cedar Beach Road, Southold, NY 11971

    223 Parker Avenue, West Hempstead, NY 11552

    21 West Mill Drive, Great Neck, NY 11021

    Phone: (516)317-2860

    Email: info@trendlinefinancialsolutions————–
    or peter@trendlinefinancialsolutions.com

    Website : trendlinefinancialsolutions.com

    Trendline has Financial Planning and Investment Management offices in Southold, Great Neck and West Hempstead, serving all of Nassau County, Suffolk County and Queens County. Convenient access for Financial Planning clients in Garden City, Rockville Centre, Manhassett, Port Washington, Mattituck, Greenport, Jamesport