Retirement
Webinars

 Week 1 - Habits of Successful Investors

Tuesday, May 12th, 2009     11:00 am     &     Thursday, May 14th, 2009     7:00 pm

We will focus on basic concepts and set the stage for the following 5 weeks.  This webinar will include the following topics:

• The basics of stocks and bonds
• The reason we invest
• The definition of a successful retirement
• Understanding your Pension Lump Sum and interest rates
• The importance of Cash Flow

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 Week 2 - Distribution Options and Process

Wednesday, May 20th, 2009     11:00 am     &     Thursday, May 21st, 2009     7:00 pm

We will focus on your distribution options and the process of entering retirement.  We will also discuss the significant tax issues affecting you.  This webinar will include the following topics:

• Distribution Options including taking the cash and rollovers
• Reasons to leave the money in the employer's plan
• Understanding the IRS required timelines
• Understanding tax withholding and penalties.

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Week 3 - Tax Issues & Considerations

Tuesday, May 26th, 2009     11:00 am     &     Thursday, May 28th, 2009     7:00 pm

Expanding on topics from week 2, we now delve into the complex world of taxation.  This week is an advanced session involving case studies and concrete examples of ways you might be able to achieve signifiacnt tax savings.  Topics covered include:

• Age 55 Penalty Free Distributions
• 72(t) Penalty Free Distributions
• Net Unrealized Appreciation "NUA"
• How to deal with your company stock ownership.

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Week 4 - Income planning: "What's Your Number?"

Tuesday, June 2nd, 2009     11:00 am     &     Thursday, June 4th, 2009     7:00 pm

Topics discussed:

• Funding Income Gaps
• Sustainable income streams during retirement
• The importance of increasing income streams  

 Please CLICK HERE for the complete invitation and disclosure. 

Register Here:

Week 5 - Investment Topics: "Strategies for Today's Markets"  &
                                                  "Building a Successful Investment Strategy"

Tuesday, June 9th, 2009     11:00 am     &     Thursday, June 11th, 2009     7:00 pm

Topics Discussed:

• Review of current and past markets
• Discussion on the current economy
• Understanding Why Investors Often Fail
• Building Your Investment Management Team
• Introduction to our Six Step Process

CLICK HERE for the full invitation (PDF)

Register Here:

Week 6 - Retirement Reality - Understanding the Sequence of Return

Tuesday, June 16th, 2009     11:00 am     &     Tuesday, June 16th, 2009     7:00 pm

This course serves as a foundation for the work we do with all of our clients.  We review which areas of retirement investing we can control, and those we cannot.  We will discuss the
importance of consistency as well as the strategies that will increase your probability of success in retirement.  We think this information is so important, we require all new clients to participate.  This course is so valuable many clients have asked us to review this with them a 2nd and 3rd time. Topics Discussed:

• Defining Retirement Success
• Factors Influencing Your Financial Future
• Investor Types
• Sequence of Returns
• Retirement Point "A"
• Asset Allocation & the Probability of Success
• Investment vs. Investor Return
• Certainty vs. Uncertainty