Need A Speaker?
Need A Speaker?
Our workshop education helps you individually or your group understand the importance of financial planning. Jay, Teresa and Brandi are more than happy to come speak at your place of business, conference, networking group, associations, or organization. Lifetime Financial Group provides live educational financial seminars to your members. We provide some great presentations on social security optimization and planning for income in retirement. If you have a group that is around 50 years old and older Lifetime Financial Group is the perfect place to go for help in navigating the "Retirement Readiness Zone."
What you need to know for a successful financial future...
Envision Your future
The First Important Step to Financial Success
Retirement Spending Plan
Methods For Saving Money
Invest Your Money Wisely
The Basics of Investing
Portfolio Structure
Investment Strategies
Utilize Retirement Plans
Tax Qualified Plans
Regular and Roth IRA Plans
Deferred Compensation Plans
The Retirement Process
Listing Your Retirement Objectives
Determining Your Monthly Income
Planning for Longevity
Tax Strategies
Taxes and Retirement
Income Taxes and Tax Rates
Investment Tax Benefits
Distribute Your Estate As You Wish
How Much Does It Cost to Die?
Wills, Trusts, Ownership and the Law
"The best way to prepare for the future is to create it" - Peter Drucker
Educating the public on the importance of financial planning can be complex and requires a thorough understanding of investment products and strategies and their associated risks. We can help you!