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During the 50 minute conversation Joe will guide you through the pitfalls and failing to understand how taxes work with retirement. "Markets go up and down but when you send a check to the IRS rarely is it returned!" This discussion will help you to better plan a strategy that gets the most out of your retirement by paying the
Attend this seminar and immediately discover how you can avoid mistakes in these seven key areas: Probate Costs and Delays, Nursing Home Costs, Divorce, Remarriage, Estate Taxes, Retirement Plans, and Incapacity. 1. Probate Costs and Delays: Avoid potential delays of 9 months to 1 year or more. Eliminate or minimize substantial court, attorneys’, and executors’ fees. 2. Nursing Home Costs:
During this 50 minute discussion Joe will share with you the three phases of finance that every successful retiree will go through in their financial journey. He will share the most important objectives for each of the three stages and what you need to do to be successful in that phase of finance. Joe will also give you suggestions on
Selling with a non-traditional approach sets The Art of Selling Widgets apart from other selling techniques, we have to adapt to the ever changing environment. As sales people we MUST change our approach! A approach that sets us apart from the competition! I share a proven track record on how to engage a prospect, to make your meeting efficient, and
The Indianapolis Public Library embezzlement case is popular, especially with college finance classes. This case tracks the embezzler from youth to the fraud, to discovery of the fraud, to prison and her post-prison life. Following prison, Greg found her working at the Indiana University purchasing department in a sensitive position.
