Upcoming seminar info:
Details to be determined:
Place – Boca Raton, FL Date – Between 8/13/18 and 8/15/18
Flyer about annuities for seminar on 10/18/18 –
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++5 minute video of Fran Sisco describing seminars for people 60 and over.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++Questionairre to complete before seminar (not mandatory) or please bring to seminar
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++Some of the material used in the seminar:
Agenda of items covered (plus many more):
Example of Current Plan vs Improved Plan:
IRS Table of Years to use when calculating RMD (Required Minimum Distributions
Financial planning tools:
Risk Reward Report Card, Family Profile, Financial Snapshot of Assets and Liabilities, Financial Snapshot of Cash Flows (Income and Expenses), Detailed questionairre sometimes used in planning process
Tax info including Summary of New Tax Act – Winners and Losers, Tax rates, old and new, Tax info from Quickfinder, etc.