REGISTRATION PAGE – “Investing Sucks” Seminar
Why You Should Attend This Seminar
If you want greater knowledge on the right investing strategies and how to protect your assets now and in the future, this educational seminar will be worth your time.
This is an “educational” seminar/workshop for individual investors. Products and Services are not being pitched or sold at this event. We expect you to learn about several investing topics, strategies and other areas to consider about your financial well-being.
Anticipated Topics
- Why Investing Can Be Frustrating?
- Calculating How Much You May Need In Order To Retire
- Life Changes Can Be Critical Challenges That Affect Your Finances
- Marriage
- Divorce
- Kids & Grandkids
- Special Needs Cases
- Getting Old
- Understanding Financial Media – Be Careful
- They Are Always Trying To Stir Your Emotions.
- Sources Of Good Financial Research And Information.
- Protect Your Assets
- Estate Planning Can Be Critical To You And Your Legacy
- Why Life Insurance Is Important?
- Fixed-Index Annuities Can Secure A Portion Of Your Portfolio
- Understand Why the “Right” Health Benefits Are So Critical
- Managing (or co-managing) Your Portfolio
- Risk Profile
- CD’s And Money Market Are A Bad Long-Term Investment
- Identify And Manage Your Time Horizon
- Proper Allocation Of Assets And Asset Choices
- Strategies To Manage Your 401k Account
- Tax Strategies to consider by end of 2015
- Market Outlook
Do These Sound Familiar?
I should have planned years ago.
If I only saved more when I was younger.
I too on too much debt during my life.
My spouse spent anything I could save.
I have no retirement savings because I got divorced.
I don’t know how to say no to my kids.
Who wants to live on a budget.
I didin’t want to admit my lack of knowledge.
I never got help to manage my 401k.
Someone in a call center advised me on investments.
I was afraid to ask for help.
If you answered yes to any of the questions, you are not alone. Most people don’t want to admit they don’t know how to invest and plan properly for their retirement. In our estimation, less than 20% of the population is not prepared for retirement and will work up to and past 70 years old. You can’t count on Social Security and inheritance should not be part of your retirement plan.
Dates & Times
LIMITED SEATING
Dinner will be served following the event.
October 22nd in Main Line Area (Philadelphia) (4pm Registration) – 5pm PROMPT Start
Dinner will be provided following event.
No Charge.
Location-will be sent to you once you register.
Invitation Only. No walk-ups will be allowed into the event.
Event Registration