Peter Owen Holds Seminar in Massapequa for Senator Kemp Hannon
June 23, 2010
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Government, Business
Financial Planning Seminar at Plainedge Library
Get practical advice on your financial decisions.
Credit Edward Robinson http://assets2.patch-assets.com/assets/photos/000/470/352/470352_collapsed.jpg?1276464355Money 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:
Serving All of Suffolk County
Argyle Lake: A main attraction in the town of Babylon.
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- Calverton, Center Moriches, Centereach, Centerport, Central Islip, Cherry Grove (a.k.a. Fire Island), Cold Spring Harbor, Commack, Copiague, Copiague Harbor, Coram, Cutchogue
- Deer Park, Dering Harbor, Dix Hills
- East Farmingdale, East Hampton (town), East Hampton (village), East Islip, East Marion, East Moriches, East Northport, East Patchogue, East Quogue, East Setauket, East Shoreham, Eastport, Eatons Neck, Elwood
- Farmingville, Fire Island (a.k.a. Cherry Grove), Fire Island Pines, Fishers Island, Flanders, Fort Salonga
- Gilgo-Oak Beach-Captree, Gordon Heights, Great River, Greenlawn, Greenport, Greenport West
- Halesite, Hampton Bays, Hauppauge, Head of the Harbor, Holbrook, Holtsville, Huntington (town), Huntington (hamlet), Huntington Bay, Huntington Station
- Islandia, Islip (town), Islip (hamlet), Islip Terrace
- Jamesport
- Kings Park
- Lake Grove, Lake Ronkonkoma, Laurel, Lindenhurst, Lloyd Harbor
- Manorville, Mastic, Mastic Beach, Mattituck, Medford, Melville, Middle Island, Miller Place, Montauk, Moriches, Mount Sinai
- Napeague, Nesconset, New Suffolk, Nissequogue, North Amityville, North Babylon, North Bay Shore, North Bellport, North Great River, North Haven, North Lindenhurst, North Patchogue, North Sea, Northampton, Northport, Northville, Northwest Harbor, Noyack (Noyac)
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:
Serving All of Suffolk County
Argyle Lake: A main attraction in the town of Babylon.
- Babylon (town), Babylon (village), Baiting Hollow, Bay Shore, Bayport, Baywood, Belle Terre, Bellport, Blue Point, Bohemia, Brentwood, Bridgehampton, Brightwaters, Brookhaven (town), Brookhaven (hamlet)
- Calverton, Center Moriches, Centereach, Centerport, Central Islip, Cherry Grove (a.k.a. Fire Island), Cold Spring Harbor, Commack, Copiague, Copiague Harbor, Coram, Cutchogue
- Deer Park, Dering Harbor, Dix Hills
- East Farmingdale, East Hampton (town), East Hampton (village), East Islip, East Marion, East Moriches, East Northport, East Patchogue, East Quogue, East Setauket, East Shoreham, Eastport, Eatons Neck, Elwood
- Farmingville, Fire Island (a.k.a. Cherry Grove), Fire Island Pines, Fishers Island, Flanders, Fort Salonga
- Gilgo-Oak Beach-Captree, Gordon Heights, Great River, Greenlawn, Greenport, Greenport West
- Halesite, Hampton Bays, Hauppauge, Head of the Harbor, Holbrook, Holtsville, Huntington (town), Huntington (hamlet), Huntington Bay, Huntington Station
- Islandia, Islip (town), Islip (hamlet), Islip Terrace
- Jamesport
- Kings Park
- Lake Grove, Lake Ronkonkoma, Laurel, Lindenhurst, Lloyd Harbor
- Manorville, Mastic, Mastic Beach, Mattituck, Medford, Melville, Middle Island, Miller Place, Montauk, Moriches, Mount Sinai
- Napeague, Nesconset, New Suffolk, Nissequogue, North Amityville, North Babylon, North Bay Shore, North Bellport, North Great River, North Haven, North Lindenhurst, North Patchogue, North Sea, Northampton, Northport, Northville, Northwest Harbor, Noyack (Noyac)
- 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.comWebsite : 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.comWebsite : 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