Seminars

This seminar can explain to you the advantages of smart financial management. The seminar reviews five financial management components: Cash Management, Risk Management, Estate Planning, Investment Strategies, Tax Reduction Strategies, and Retirement Programs.

This seminar serves to dispel 15 of the most common misconceptions you may have about general financial strategies, retirement, investing, insurance, and estate planning. It also includes guidance on the strategies that can help you protect and potentially enhance your assets.

This seminar shows you how to make the most of your asset building years, including getting the retirement savings tax breaks you’re entitled to. It also discusses maximizing your Social Security and Medicare benefits, as well as passing on more to your heirs.

This concept can help you to understand how life insurance may fit into your planning needs and financial goals and how taxes may impact your accumulation and distribution of income.

This presentation will help you understand spending trends and the challenges associated with the rising costs of healthcare that may confront you today. You will also be equipped with the knowledge to plan for your healthcare in retirement.

This seminar explains the estate planning process and discusses eight “smart” strategies for your estate conservation and distribution. The presentation covers how a properly created estate plan can help protect your family’s financial well-being, preserve property, and reduce estate taxes and expenses as well as help avoid family conflict.

This seminar provides helpful information about your Social Security, Medicare, and Long-Term Care. It also discusses how they impact the ever-changing retirement environment.

This presentation addresses the multitude of issues involved when juggling the financial obligations of raising your family while still planning for your long-term financial future.

This seminar outlines the role of your life insurance, the beneficial tax treatment of its cash value, and different ways to calculate the amount of life insurance you may need. The seminar also reviews various types of life insurance and optional riders.

Financial protection products guard you and your family against the financial risk caused by life’s uncertainties. The protection products explored in this presentation include life insurance, disability income insurance, and long-term care insurance.

This presentation guides you through the concept of long-term investing while addressing retirement income sources, gaps, and the potential impact of Social Security and healthcare decisions.

Core questions around your retirement options, why your decisions matter, and how you can take action are addressed in this presentation. Framed around long-term planning, retirement savings, and the Florida Retirement System benefits.