We can mail for your own presentation, but we also have some very successful seminar presentations already completed with powerpoint presentations.
We have three dynamic seminar presentations available. Our most popular is Social Security and Taxes. The seminar presents Social Security Timing in a unique way, including tax savings as a result of delaying benefits. The Social Security and Taxes seminar does not require a meal to get an audience. We also have an Estate Planning seminar which includes an online Revocable Trust at one fifth the cost to the client. Then we have the 7 Ways seminar detailed below.
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. This presentation is perfect for a well rounded practice. It presents the problems, but not solutions so that each practice can offer solutions that are appropriate for the prospective client.
Seminars For Less does not suggest or represent that this presentation is compliant with governing entities including broker dealers, insurance companies or state or federal authorities. All of the slide narrative and mailer content is editable for your compliance responsibilities. All customers of Seminars For Less are responsible for their own compliance details.
We have three dynamic seminar presentations available. Our most popular is Social Security and Taxes. The seminar presents Social Security Timing in a unique way, including tax savings as a result of delaying benefits. The Social Security and Taxes seminar does not require a meal to get an audience. We also have an Estate Planning seminar which includes an online Revocable Trust at one fifth the cost to the client. Then we have the 7 Ways seminar detailed below.
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. This presentation is perfect for a well rounded practice. It presents the problems, but not solutions so that each practice can offer solutions that are appropriate for the prospective client.
Seminars For Less does not suggest or represent that this presentation is compliant with governing entities including broker dealers, insurance companies or state or federal authorities. All of the slide narrative and mailer content is editable for your compliance responsibilities. All customers of Seminars For Less are responsible for their own compliance details.
- PowerPoint® Presentation*
- Best Practices Guide
- Printable Presentation Script
- PDF of Presentation
- Working Capital Not working...All Eggs in One Basket?
- The Income Test - How to properly and carefully design income planning; incorporating current income sources and newly created sources.
- 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.
- Long Term Care Risk. The Ignored Healthcare Problem.
- Proper Legal Documents Including Trusts.