From the presenter, Larry Powell:
There are two ways to help People Financially: By finding a better product that potentially pays higher returns often requiring more risk or by being more efficient by avoiding unnecessary losses.
My philosophy is, I believe there is more opportunity to serve my clients by helping them avoid the losses weather than by picking the winners.
My name is Larry Powell. I am a Financial Professional with an incredibly unique approach to financial services in that I help people FIND MONEY they are currently losing unwillingly, unknowing, and unnecessarily.
What I have discovered is money loves attention and It will not stay where it is not wanted.
Money does not like to be misunderstood. It does not like chaos, nor does it like confusion, and it will never tell you how to grow it.
Money is constantly changing and so must your plan for acquiring, growing, and retaining it.
The webinar will cover:
When creating a plan, what is expected from the planner and the client.
Where people are potentially losing money unknowingly, unwillingly, and unnecessarily though dated planning strategies and what to do about it.
We will look at a variety of investment strategies and the power of Indexing as a crediting method.
I will demonstrate the importance of having a variety of income streams in retirement
If you are serious about your retirement there are four questions you need to ask your financial profession about how to make your money last through your life’s expectancy, without reducing your standard of living.
There is not a one size fit all retirement plan, what is yours?
Hope to see you on the webinar!
I-NOMA Wealth Management with Larry Powell
Wed, Jun 24, 2020 6:00 PM - 7:30 PM (CDT)
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United States: +1 (872) 240-3412
Access Code: 317-870-933
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