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Speaking
Topics
The authors
of ScenarioSelling are available to speak on the following topics. Contact
us for additional information.
- Stretch
IRA: Save your IRA from the IRS
- Long-Term
Care: Protect your retirement
- Retirement
Income Planning: How do I get a paycheck in retirement?
- Retirement
Expense Planning: What lifestyle can I afford?
- Investment
Planning: The flaw of averages
- Wealth
Planning: Balancing tradeoffs in retirement
- Living
in Retirement: 3 financial questions everyone asks
- Inflation:
The new millionaire - what's required?
- Estate
Planning: Save your family, not just your assets
- Charitable
Planning: Pick your charity ... or the IRS will pick it for you!
- Family
Gifting: Family gifting strategies that work
- College
Planning: Paying for school without breaking the bank
- Business
Succession: The final test of greatness
- Retirement
Planning: Winning the retirement game
- Lifestyle
Planning: Do's and don'ts of being downsized
- Annuities:
Why annuities should be part of every retirement plan
- College
Planning: 529 plans - tax smart college planning
- Trusts:
Why do I need a trust if I'm not rich?
- Retirement
Planning: The two sides of retirement
- Retirement
Planning: Are you ready for the 'after' life? (life after work)
- Investment
Planning: Types of risk and how to manage them
- Life
Insurance: How much life insurance do I really need?
- Retirement
Planning: The e-list - five obstacles to a secure retirement
- Tax
Planning: Tax smart investment planning
- Wealth
Planning : Managing sudden wealth
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