Financial Foundations

Show prospects how to build on a firm foundation.This presentation builds a discussion about the three essentials of most retirements: Social Security, Medicare, and Medicaid. By supplementing the three essentials, a retiree can have a worry-free retirement.

Included:

  • PowerPoint® Presentation*
  • Presentation Script
  • PDF of Presentation with Script

Understand the

Current Financial Crisis

And be prepared in advance for the next one.

The current financial crisis is easy – get more income. The future crisis can't be cared for as easily. This seminar emphasizes the need for a stop-gap arrangement for declining health issues that destroy retirement assets.

Included:

  • PowerPoint® Presentation*
  • Presentation Script
  • PDF of Presentation with Script

 


The Meltdown of Social Security

Will it affect your retirement?

By creating a worry-free maximization plan, a retiree can make sure their income will exceed their needs.

Included:

  • PowerPoint® Presentation*
  • Presentation Script
  • PDF of Presentation with Script

 

7 Ways Retirees
Crack Their Nest Eggs

A tried, proven, and continually effective presentation that presents a compelling discussion on the 7 practical topics that need to be understood and addressed to have a successful financial retirement.

 Included:

  • PowerPoint® Presentation*
  • Best Practices Guide
  • Printable Presentation Script
  • PDF of Presentation

Our professionally designed PowerPoint® presentation* includes script materials that you can follow during your seminar or event. Some of the topics within this useful presentation help to explain to your audience:

  • All Eggs in One Basket?
  • The Money Test — 3 Aspects of Money: Growth, Safety, Liquidity.
  • Risks — Unnecessary to Meet Goals, But Could Create a Disaster!
  • Inflation — Treadmill, Reverse Growth, Shrinkage, Health Care Costs: How They Affect Retirees.
  • Taxes — As They Pertain to IRA's, Tax Reduction, Succession Planning, Destroying Nest Eggs, Procrastination, and More.

The Perfect Storm
Descends on Retirement!

For the past decade, our elected officials have meddled with our economy with a myriad of consequences. Federal debt, real estate collapse, tax increases, quantitative easing, unemployment, tight lending, war, trade imbalance, Medicare, Medicaid, Social Security, political tension, recession, deflation – all contributing to our current problems. Secure your retirement against potential future poor decision making.

Included:

  • PowerPoint® Presentation*
  • Presentation Script
  • PDF of Presentation with Script