Presentations and Seminars

Presentations and Seminars

Presentations  

Past performance does not predict future results and other life motto's as they relate to your financial future:  

A humorous talk using some of life's motto's with the intent of helping individuals and couples put perspective into their current financial status and future goals and objectives. 

Contact me today to learn more about this and other presentations.  

 

Seminars

Post-Retirement Check-Up:  The seminar is designed to provide attendees with a checklist of items to be reviewed at least every 2-3 years after retirement.  The checklist reflects all areas of post-retirement financial planning for post-retirement including current and future income needs, investment strategy objectives and options, risk management issues, future health care concerns, estate planning objectives, and documents.  


Pre-Retirement Check-Up:  The seminar is designed to provide attendees with a checklist of items to be reviewed at least every 2-3 years prior to retirement.  The checklist reflects all areas of pre-retirement financial planning including determining income needs at retirement, sources of income, long-term income needs, investment strategy objectives and options, risk management issues, estate planning objectives, and documents.  

Contact me today to learn more about seminars and other speaking engagements.