1 / 0

Maximizing Your Financial Plan

Maximizing Your Financial Plan. 3. F. E. Presented By: . Foundation for Financial Education. www.f3eonline.org | info @f3eonline.org | 240-499-0390. Macro Manager. Sub Specialties Team of Advisors

yen
Download Presentation

Maximizing Your Financial Plan

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Maximizing Your Financial Plan 3 F E Presented By: Foundation for Financial Education www.f3eonline.org | info@f3eonline.org | 240-499-0390
  2. Macro Manager Sub Specialties Team of Advisors Accountant, Stockbroker, Insurance agent, attorney, real estate agent, mortgage banker Most trusted advisor, what is their specialty?
  3. Financial Planner CPA, EA, JD, CFP, MBA, Chfc Licenses Series 6,7,63 Life, Accident and Health Property & Casualty Three types of payment for services Fee based Asset management Commission
  4. Common Financial Myths Wealth = $ X or X time Compound vs. Simple Interest Average rate of return vs. Real Estate Retirement Rules College/Higher education planning Debt management
  5. Rules of the game are changing… What’s a million dollars worth Taxes and inflation Retirement life is extending beyond 25 years on average Long term returns on savings Strategic Allocation vs. Asset Allocation
  6. Exit Strategies Now what? Withdrawal pecking order Plan evolution, changing course What’s on the mind of the retired Asset protection Tax sheltering
  7. Where do we go from here??? Government service Second set of eyes Philosophy of finances Success no matter what
More Related