Winning in Retirement
Four Challenges to a Successful Retirement and How to Beat Them
What are the four greatest challenges that the retirement-minded have to face?
- Will they have enough money to last a lifetime?
- Where are we in the current market cycle and what’s the next big move the market will make?
- How will they battle the crushing effect of inflation over their retirement years?
- Finally, do they have a plan to manage the tax burden well into their retirement years?
The topics covered in this seminar include:
- Longevity is killing us!
- The next BIG move in the market!
- Inflation is the penalty for living too long.
- Two things in life are certain: Death & Taxes!
- The ABC Retirement Model empowers people to make wise decisions.
- What to do with the Pebble in the Shoe in your portfolio.
These challenges are the backbone of the seminar and prospects will get a full dose of pain as they work through material. The seminar is conducted with no PowerPoint and just a simple set of seven poster boards and a fill-in-the-blank set of handouts. It’s a powerful presentation and the personal connection with the advisor is strong, with tremendous results.