The Seminars
A seminar campaign designed to attract retirement assets from people in the 55 to 70 age group.


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The Market
The size of this marketplace will grow by 50% through the year 2015. From 2015 until 2019, it will shrink by approximately 88% as the last wave of baby boomers move through the age-wave pipeline. So if you want to build a business with retirement assets, now is the time.


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800-231-5272


Table of Contents
"Preserving and Protecting Wealth in Today's Economy"

The seminar contains three main modules:
  • Investment Philosophy / Asset Allocation
  • Retirement Income Distribution
  • Estate Planning
The following is a listing of the sections of the seminar material. It would take the average advisor 60 to 75 minutes to present this material. That time does not include the question and answer segment of your seminar.
  1. Introduction
  2. The Advisor Team
  3. Engaging the Audience
  4. Portfolio Performance
  5. Asset Allocation Study
  6. The Market of Today
  7. Equity Style Diversification
  8. The Two Main Areas of Investing
  9. Asset Allocation Makes “Cents”
  10. The Investment Strategy
  11. Mapping Out Your Strategy
  12. Retirement Planning
  13. Early Distribution Fees
  14. Substantially Equal Payments
  15. The Roth IRA
  16. Required Minimum Distributions
  17. The Uniform Distribution Method
  18. Old Rules vs. New Rules
  19. The 50% Penalty
  20. IRA Assets After Death
  21. Surviving Spouse Beneficiary
  22. Non-Spouse Beneficiary
  23. The Value of Your Retirement Plan
  24. The Continual IRA
  25. The Estate Tax Law
  26. Your Estate
  27. The Credit Shelter Trust
  28. Estate Shrinkage
  29. The Taxable Estate
  30. The Benefits of a Credit Shelter Trust
  31. The Charitable Remainder Trust
  32. The Wealth Replacement Trust
  33. Key Points
  34. What We Offer
  35. The Bread and Water Process



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For more information feel free to contact Frank Maselli 800-231-5272