Financial Literacy Seminars
Enroll Here Today! Listen to Radio Show Watch Live Interview
How have you planned for the unexpected, such as: a depreciating retirement nest egg, a loss of a career, home foreclosure, death of a loved one, or fading health?
"When The Lights Go Out, Are You Ready?" is a series of real life scenarios based around the topic of financial literacy.
This program is designed to educate the product driven public about planning your financial future utilizing designs, concepts, and strategies used by industry professionals. This seminar will encourage consumers to focus not only on building your financial house, but becoming the interior decorator as well.
Today, there are many more products available to consumers than ever before. The question is, how do you make them work together? Owning financial products is not enough!
In many cases, products are not designed to stand alone. They're intended to work with other financial products to avoid financial pitfalls such as probate and estate taxes, long term care needs, lack of income replacement, or waiting to long to take action. Unfortunately, this scenario leads to financial illiteracy because the client remains confused, frustrated, and alone to make difficult decisions without the expertise needed to succeed.
Once you have a better understanding of the plan designs, concepts, and strategies used by comprehensive planners, you will have more comfort implementing the products within strategies marketed by employers, realtors, banks, investment advisors, insurance agents, accountants, and lawyers.
|
