FocusOn® Seminar Systems

Focuses on four steps to college funding, estimating the costs, financial aid, tax deferred and 529 plans, and college loan options
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Focuses on fundamentals of estate conservation, challenges to estates, distribution techniques, and trust strategies
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Focuses on six areas of coverage, cash management process, managing your taxes, saving for retirement, and leaving a legacy
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Focuses on fundamentals of annuities, taxes and inflation pertaining to annuities, 1035 exchange, and split annuity
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Focuses on myths of investing, allocation models, tax deferral, bonds, mutual funds, and dollar cost averaging
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Focuses on maximizing benefits, claiming/filing strategies, earnings limits, and taxes.
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Focuses on three keys to funding a retirement, inflation and health care needs, diversification, whole life and long term care
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Focuses on tax implications of distribution methods, social security, purchasing power, bonds, mutual funds, and annuities
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Focuses on taxes, portfolio management, outliving retirement, and strategies and investment objectives
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Focuses on helping investors utilize fundamental investment tactics to deal with uncertain markets.
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Focuses on women's finances including insurance, investments, retirement, Social Security, divorce, and widowhood.
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