(Professional advisers looking for Miyagi workshops should use the Miyagi tab)

(Un) Common Sense Retirement Planning

Small Group Workshop and One Hour Personal Consultation (Three Step Review):  $129*

       REGISTER:                       REGISTER:         

Lafayette Village Workshops:                    Zebulon, NC Workshops                    First & Third Tuesdays 11am                 Second Tuesdays 4PM                  Second Saturdays 10AM             

 At our  workshop you will discover why we turn traditional investment practices upside down - or at least sideways!  Common terms such as "allocation"  "diversification"  "re-balancing" and even "risk" will take on new meaning for you and you will have greater understanding of how they play into your financial security.     It will become very clear that putting "your interest first" is essential and should not be taken for granted!  

Financial planning is not really about numbers,  you are not investing "in the market," this is about your hopes and "investing in your life!"  Sound like a simple "soundbite" to you?   Just wait until the "aha" kicks in - you'll wonder why you followed traditional investing practices so long!

Some discussion points:

•  Need retirement and estate directions?  Lose the folded up map - Get with  "GPS!"
• Suitable or fiduciary; agent, broker, or investment adviser -  what's in your best interest?
• Why five stars from Morningstar may not be so good for you - heard of Dalbar?
• Turning the traditional investment pyramid 90 degrees -  get "time" on your side!
• Still using a 4% systematic income strategy?  RUN - do not walk away from this!   
• Close the gaps; seal the cracks, stop the leaks - protecting your assets and estate! 
• Get your investment, tax, insurance and estate team on the same page - or you lose!  

*Registration:   Most people receive bulk mail invitations to "free dinner seminars"  so why pay for " information" you can get for free?   As you see in bullet point #2 above, one of the most important topics discussed at this workshop will be about how various financial "advisers" are licensed,  paid and regulated.   One of the lessons learned from the last market meltdown: make sure the person advising you - is actually working for you - and legally obligated to put your interest first!    

Take the next step now, select your preferred location  and time, then begin  "investing in your life!"

  REGISTER:                   REGISTER:         

Lafayette Village Workshops:                 Zebulon, NC Workshops                                  First & Third Tuesdays 11am                      Second Tuesdays 4PM                                 Second Saturdays 10AM