-- Speaker Services ------------

Bill Losey, CFP®, CSA, America's Retirement Strategist®, is a highly sought after advisor, educator and author because he makes the complicated and mundane topics of investing and retirement fun!

Bill is founder of National Retirement Planning Month; creator of the hilarious Baby Boomer Retirement Movie, author of Retire In A Weekend! The Baby Boomers Guide To Making Work Optional; publisher of Retirement Intelligence®, a complimentary, award-winning newsletter that reaches over 5,000 subscribers each week; and he has been heard and seen on the CBS Radio Network, Fox's "Hannity & Colmes", CNNfn and hundreds of radio stations coast to coast.

Bill conducts workshops and seminars on the following topics:

Creating Income for Life

Today's economy requires new solutions to grow and protect your investment portfolio. Designed exclusively for baby boomers and seniors who want to retire in style. Creating Income for Life will arm you with straight answers and sound advice. We'll discuss topics of vital interest including:

How you may significantly increase the interest on money you have in CDs.
How to shrink, eliminate and defer taxes on your investment portfolio.
Why your asset allocation may be more important than the investments you own.
How to reduce or even eliminate taxes on your Social Security income.
How to guarantee your income, no matter how long you live.
How to give more of your IRA proceeds to your beneficiaries, not the IRS.

The 10 Biggest Mistakes People Make When Retiring and How to Avoid Them

You only get one shot at retirement. This is not a drill! Don't let luck and guess work form the foundation of your financial security. You'll learn the common mistakes people make when retiring and more importantly, how to avoid them. Come armed with your questions and concerns, and walk away with straight answers and sound advice.

Asset Allocation: More Important Than The Investments You Own?

What would you say if you knew that the return you earn on your money has little to do with your ability to pick good investments (security selection) or knowing when to buy or sell certain investments (market timing)? What would you say if you knew that the vast majority of the return you earn on your money can be attributed to how well you divide up your money among the major asset classes – stocks, bonds and cash (asset allocation)? When you realize that whether or not you achieve your financial goals will depend, in large part, on how well you position your assets, you'd have to say it's one of the most important decision's you'll ever make.

Unfortunately, many people still believe that trying to "time" the market and picking the next "hot" investment are the keys to success in reaching their investment goals. This workshop includes a review the different asset classes, the influence of risk and emotions on the asset allocation and the magic bullet—diversification.

The Social Security Dilemma

Social Security is one of the most confusing aspects of retiring. When should you take it—62, 63, 64, 65, 66 or later? This is one of the most important decisions you need to make because the decision is irrevocable. Once you make it, you can't change your mind. How much can you expect? Do you know that your Social Security benefits can be reduced and taxed?

Discover what you need to consider before making decisions about your Social Security. You will learn how to calculate your NRA (Normal Retirement Age) and how this affects your monthly check. Bill will also show you some Social Security maximization strategies for couples.

There's Something Wall Street Doesn't Want You To Know

We'll share a new sensible approach to investing. It's fairer, more cost-efficient and can help you earn more from your investments. We believe it can make a dramatic difference in investment performance and can help grow your wealth faster. Whether you're an experience investor or just getting started, you can't afford to miss this opportunity.



	-- Speaker Services ------------ Bill Losey, CFP®, CSA, America's Retirement Strategist®, is a highly sought after advisor, educator and author because he makes the complicated and mundane topics of investing and retirement fun! Bill is founder of National Retirement Planning Month; creator of the hilarious Baby Boomer Retirement Movie, author of Retire In A Weekend! The Baby Boomers Guide To Making Work Optional; publisher of Retirement Intelligence®, a complimentary, award-winning newsletter that reaches over 5,000 subscribers each week; and he has been heard and seen on the CBS Radio Network, Fox's "Hannity & Colmes", CNNfn and hundreds of radio stations coast to coast. Bill conducts workshops and seminars on the following topics: Creating Income for Life Today's economy requires new solutions to grow and protect your investment portfolio. Designed exclusively for baby boomers and seniors who want to retire in style. Creating Income for Life will arm you with straight answers and sound advice. We'll discuss topics of vital interest including: How you may significantly increase the interest on money you have in CDs. How to shrink, eliminate and defer taxes on your investment portfolio. Why your asset allocation may be more important than the investments you own. How to reduce or even eliminate taxes on your Social Security income. How to guarantee your income, no matter how long you live. How to give more of your IRA proceeds to your beneficiaries, not the IRS. The 10 Biggest Mistakes People Make When Retiring and How to Avoid Them You only get one shot at retirement. This is not a drill! Don't let luck and guess work form the foundation of your financial security. You'll learn the common mistakes people make when retiring and more importantly, how to avoid them. Come armed with your questions and concerns, and walk away with straight answers and sound advice. Asset Allocation: More Important Than The Investments You Own? What would you say if you knew that the return you earn on your money has little to do with your ability to pick good investments (security selection) or knowing when to buy or sell certain investments (market timing)? What would you say if you knew that the vast majority of the return you earn on your money can be attributed to how well you divide up your money among the major asset classes – stocks, bonds and cash (asset allocation)? When you realize that whether or not you achieve your financial goals will depend, in large part, on how well you position your assets, you'd have to say it's one of the most important decision's you'll ever make. Unfortunately, many people still believe that trying to "time" the market and picking the next "hot" investment are the keys to success in reaching their investment goals. This workshop includes a review the different asset classes, the influence of risk and emotions on the asset allocation and the magic bullet—diversification. The Social Security Dilemma Social Security is one of the most confusing aspects of retiring. When should you take it—62, 63, 64, 65, 66 or later? This is one of the most important decisions you need to make because the decision is irrevocable. Once you make it, you can't change your mind. How much can you expect? Do you know that your Social Security benefits can be reduced and taxed? Discover what you need to consider before making decisions about your Social Security. You will learn how to calculate your NRA (Normal Retirement Age) and how this affects your monthly check. Bill will also show you some Social Security maximization strategies for couples. There's Something Wall Street Doesn't Want You To Know We'll share a new sensible approach to investing. It's fairer, more cost-efficient and can help you earn more from your investments. We believe it can make a dramatic difference in investment performance and can help grow your wealth faster. Whether you're an experience investor or just getting started, you can't afford to miss this opportunity.