Financial Survival for Retirement

Financial Survival for Retirement Course
For whom:  For those near retirement, or who are getting close to retirement.
Topics:  This is a 2 Part Course designed to help you:

A)     Learn fundamental principles to help ensure that your financial resources last over a lifetime
B)      Learn strategies to manage and control investments
C)      Learn basic tax reduction strategies
D)     Learn strategies to increase monthly income
E)      Learn to protect a life’s savings from investment mistakes
F)      Learn strategies to avoid unnecessary estate taxes
G)     Learn how to plan ahead for health care catastrophe
H)     Learn how to help reduce taxes on IRA/401K distributions
I)        Learn strategies to pass a life savings to heirs with minimal probate, tax & legal costs

Instructor: R. Travis Terlau, a Certified Financial Planner™ (CFP®) and an independent Investment Advisor Representative who is licensed in Insurance and Securities.  He is the Founder and CEO of a Financial Advisory firm named Investment Answers.  He has been featured on WGTK, WBKI, Business First, and Checks & Balances TV and is a popular public speaker in the Kentuckiana Area. Travis guides investment strategy for all of his firm’s clients and is highly regarded for his financial acumen and customer service in the greater professional investment and insurance communities. 

Disclaimer: These are general views and understandings, intended for entertainment or educational purposes, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any personalized financial decision.  Investment Answers LLC is a Financial Advisory firm.  Investment Advisory Services offered by Investment Answers Capital LLC.  For the most updated Registered Investment Advisory disclaimer, please visit www.InvestmentAnswers.net.