“Go Green” with your Finances

SIMPLE STEPS TO streamline your financial ecosystem

2012 Information Session Series Topics:

Every 3rd Monday of the month, January through October, we offer an Information Session about financial topics.

Location:        3939 Beltline Road, Suite 215, Addison, TX 75001
Tuggle &  Russell, LLC offices
Times:            2 p.m. OR 6:30 p.m.
Monday, January 16–How to Get Organized So You Can Conserve Your Energy
You know you have the important information, but where did you put it?!
Get organized!   Improve your efficiency and conserve your energy
Monday, February 20–Your Information Life Cycle: When it’s OK to throw it away!
I’m ready to throw this out, but what if I need it?
Find out what to keep and how long.
Monday, March 19–Recycling/Repurposing Assets
Yes, you can do that with financial stuff, too.
Monday, April 23 (this is actually the 4th Monday because of tax day)--Effective Insulation
You have all sorts of insurance.  Do you know what it does–and doesn’t do?
Monday, May 21–Surviving Financial Climate Change
Some things are out of your control; find out what you CAN control
Save these days for future Information Sessions–topics yet to be finalized.
Monday, June 18
Monday, July 16
Monday, August 20
Monday, September 17
Monday, October 15

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Client Services

* Fee-Based Asset Management
* Financial Counseling
* Financial Planning
* Plan Implementation
* Organizing Financial Records
* Independent Financial Reviews
* Community Workshops

For more information, click the Services tab at the top of the page.

Contact Us!

3939 Beltline Road
Suite 215
Addison, TX 75001
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Clayton Tuggle, CPA, CFP®
Phone: 972-788-4703
E-mail: wct@tugglerussell.com
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Lois Russell, CFP®
Phone: 972-759-0203
E-mail: zlr@tugglerussell.com

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Fax: 972-788-2837