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Maximizing Your Financial Plan

Maximizing Your Financial Plan. Presented By: F³E Foundation for Financial Education www.f3eonline.org /. Macro Manager. Sub Specialties Team of Advisors Accountant, Stockbroker, Insurance Agent, Attorney, Real Estate Agent, Mortgage Banker

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Maximizing Your Financial Plan

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  1. Maximizing Your Financial Plan Presented By: F³E Foundation for Financial Education www.f3eonline.org/
  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. NOTES
  4. 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
  5. NOTES
  6. 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
  7. NOTES
  8. 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
  9. NOTES
  10. Exit Strategies Now what? Withdrawal pecking order Plan evolution, changing course What’s on the mind of the retired Asset protection Tax sheltering
  11. NOTES
  12. Where do we go from here??? Government service Second set of eyes Philosophy of finances Success no matter what
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