Tuesday * October 11 : 4pm & 7pm (PST)
Knowledge is Power
Did you know?
After sitting with clients for over a decade now, too many clients did not realize they have more choices than they think on how they would like to their money to grow. Attend the next webinar to learn about your options.
MONEY MATTERS
THE STRENGTH IN OPTIONS
How much would you like as "safe money" vs "play money"?
When you retire, what will your tax liability be
Did you know you are paying fees even if you lose money? Do you know what you are paying for?
Are you prepared with proper protection against asset "drainers"?
Can you mirror the "market" but not lose money when there is a downturn?
What guarantees do you have and not have in your current strategies? Why?
FINDING SOLUTIONS THAT MAKE SENSE
Keeping Your Best Interest and Needs First
WHAT DO YOU CARE ABOUT MOST
WHAT IS IMPORTANT FOR THE PEOPLE
YOU CARE ABOUT
An EDUCATIONAL WEBINAR SERIES
The Power of Choice
It's your finances. You have every right to take an active part
in strategies to reach the goals you envision
Asset Protection
Active Tax Strategies
Diversification
Legacy Planning
Long Term Care & Living Benefit Planning
IRA, Pension and Social Security Maximization
Frequently Asked Question
Is this a sales presentation?
No, there will be no specific product mentions at all. It is more about showing the concept and what so many are missing in the options. The crusade is to go out and inform communities and get the assistance if they need
How long is the webinar and how often are the webinars
The webinars are normally a short 20 to 35 minutes. It is just an overview and if you need more information you are welcomed to schedule a 1 on 1 with a specialist that we can connect you with depending on your concern.
The various MONEY MATTERS webinars are held normally every Thursday. Make sure to sign up for the newsletter to get the latest news and updates.
What is the catch? Why is it complimentary?
No reason to charge. We were all in the same place at one time where we didn't know many of these concepts as well. They don't teach us in school. We are just paying it forward.
We believe in GOOD KARMA. We teach you and hopefully you will 1/ get the assistance you need 2/help refer other people to our wonderful program.
MONEY MATTERS is a trade name of SLD SOLUTIONS INC, ANAHEIM, CA 92808
Each CARRIER of SLD is solely responsible for its own financial condition and contractual
obligations.
Speakers ARE INDEPENDANT NON-CAPTIVE STATE LICENSED EXPERT AGENTS. Each carrier has its own
guarantees and available in different strategies.
Graphs, charts, and illustrations are used for illustrated examples only and do not depict any guarantees.
It is best to get your personalized complimentary analysis to determine solutions.
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