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Financial Strategies for Successful Retirement®

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Seminar Information

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407-391-1400

Limited Seating!


What You Get: 

  • Comprehensive Financial Portfolio Analysis 

  • Learn About Federal Tax Laws 

  • Learn Ways to Protect Yourself and Your Family from Potential Financial Issues

  • The Feeling of Confidence in Knowing When You Can Retire 


Hear about these retirement planning issues

  • Determining how much you may need to retire
  • Understanding sound investment strategies.
  • Diversifying and managing your investments.
  • Potentially protecting assets and income.
  • Analyzing retirement lifestyle options.
  • Potentially reducing taxes.
  • Creating an estate plan.

Who Should Enroll
The material is relevant to people who are nearing retirement, already retired, or
beginning to develop a retirement plan and are interested in concepts and strategies
that may help them make appropriate choices when confronted by investment
alternatives, insurance coverage, health- care costs, tax-reduction methods, and estate
planning.

Teaching Format
The seminar material is educational, objective, and factual. No financial products are
discussed or sold. Sessions are conducted in an interactive lecture format. The
presenter uses a “hear it, see it, read it, write it” teaching method that may help you
understand and retain the information covered. 

CRN202110-257259