Retirement Presentations

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  • In The Know: Federal Employee
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    $295.00 USD
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    $295.00 USD
    Almost 70 slides will walk your audience through a journey of information that is crucial to them as they approach retirement with their FERS benefits. This presentation covers all of the traditi...
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  • Final Expense - Why Plan Now?
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    $295.00 USD
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    Over 25 full color slides remind seniors that thinking about nursing homes, running out of money and planning for a funeral are all painful topics but necessary to prepare for. *A follow along sc...
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  • IRA-401k-TSP Planning 101 - FMO
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    $295.00 USD
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    $295.00 USD
    This presentation contains 30 full-color slides, that address the top 5 IRA mistakes made, new benefits of the Secure Act, old rules vs new rules, examples of missing a required minimum distributio...
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  • Tax-Efficient Retirement Strategies
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    $295.00 USD
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    20 slides will highlight the importance of properly planning your retirement to maximize your income, and minimize your tax burden. Your audience will gain insight on Tax Strategies, Budgeting, Wit...
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  • Tax-Efficient Withdrawal Sequencing
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    $295.00 USD
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    21 slides will highlight the importance of properly sequencing your retirement withdrawals. Your audience will gain insight on tax Strategies, Roth Conversions, Gift and Estate planning, and conven...
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  • ROTH IRA - Committed To Your Goals
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    $295.00 USD
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    A look at investing in a ROTH IRA from the start, this 20 page presentation thoroughly explains what a ROTH IRA is from it's origination. The presentation allows the audience to see almost 10 ben...
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  • ROTH IRA vs Traditional IRA
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    $295.00 USD
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    This presentation contains 30 slides that clearly explains the differences between Roth and traditional IRA's and the impact they will have on your overall retirement goals.
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  • Webinar Version - IRA-401k-TSP Planning 101
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    $149.00 USD
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    $149.00 USD
    Webinars should be kept to around 30 minutes so we shortened this topic for you! This presentation contains about 20 full color slides, that address the top 5 IRA mistakes made, new benefits of th...
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Showing 17 -24 of 29 items