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In The Know: Federal Employee
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- $295.00 USD
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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...Add to cart -
Final Expense - Why Plan Now?
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- $295.00 USD
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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...Add to cart -
IRA-401k-TSP Planning 101 - FMO
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- $295.00 USD
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- $295.00 USD
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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...Add to cart -
Tax-Efficient Retirement Strategies
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- $295.00 USD
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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...Add to cart -
Tax-Efficient Withdrawal Sequencing
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- $295.00 USD
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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...Add to cart -
ROTH IRA - Committed To Your Goals
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- $295.00 USD
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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...Add to cart -
ROTH IRA vs Traditional IRA
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- $295.00 USD
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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.Add to cart -
Webinar Version - IRA-401k-TSP Planning 101
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- $149.00 USD
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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...Add to cart
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