Recorded Events

Building YOUR Perfect Portfolio, Simple as 1-2-3?

Topic: Building YOUR Perfect Portfolio, Simple as 1-2-3?

Recording date: Wednesday, March 11, 2015  

Duration: 36 minutes

Description:  Examine a new investment tool whose foundation is built on a Nobel Prize winning structure. This fundamental achievement in Economic Science is now accessible to all. It has arrived in the form of new technology that offers a surprisingly simple 3 step investment process. Remarkably it has proven to be more than 95% accurate and a profoundly intuitive tool at connecting investors with their proper investments.

Playback/Download link: Building YOUR Perfect Portfolio, Simple as 1-2-3?

Horse Shoes and Hand Grenades

Topic:  Horse Shoes and Hand Grenades

Recording date: Thursday, April 2, 2015   

Duration: 33 minutes

Description: A revolutionary new process literally reshapes “Investment Risk Analytics.” (The Holy Grail of the investment world!). Old and unreliable Investment Risk Analytical systems have nearly always missed the mark. You’ll recognize these outdated systems if you have ever heard terms like: conservative, moderate and aggressive used to describe you. FYI - 4 out of 5 investors using these old systems are carrying more risk than they realize. Learn if you and your investments are meant for each other.

Playback/Download link: Horse Shoes and Hand Grenades

Who's Ready to Retire?...You FIRST

Topic: Who's Ready to Retire?...You FIRST

Recording date: Thursday, April 23, 2015  

Duration: 38 minutes

Description: Loosely based on the newly published book, "YOU FIRST, Federal Employee Retirement Guide. This study group examines the many variables associated with federal retirement. Including; up to 10 separate income sources, two potential government pensions and some of the most damaging mistakes common among federal employee retirement planning. 

Playback/Download link: Who's Ready to Retire?...You FIRST

Treasure Map to Early Federal Retirement

Topic: Create a Map to the Retirement You Desire.

Recording date: September 17, 2015

Duration: 45 minutes

Description: A fun workshop patterned after a Pirates Treasure Map. Showing the way to a (potentially early) financially comfortable retirement. AKA - Federal Retirement Treasure!

Playback/Download LinkFederal Retirement Treasure Map