Florida Wealth College Webinars
We provide webinar training sessions on a variety of financial topics. These sessions are open to Teleios clients and their guests. Each session is 30 minutes
Choose a Session Topic(s) You Are Interested In
- Finding Money: You will learn....
- the foundation of the Teleios Planning Process
- if there is more money each month than you realize
- simple strategies to reduce monthly expenses while increasing your spending money and savings potential
- why this key concept can build far more wealth than seeking better investments and higher returns
- Qualified Plans 101: You will learn...
- how your IRA, 401(k), 457 may be taxed when you retire.
- how to determine if it is prudent to convert these accounts to "Roth" accounts
- simple strategies on how to reduce your tax liability both today and in the future
- current legislative plans the government may act on that could affect your money in these accounts
- Investment Management for the Layman: You will learn...
- what "Diversification" really means
- what is "Risk" and how do you personally know what it means to your family
- why active management consistently outperforms other methods
- why it means to be a "Fiduciary" and our key difference from the majority of advisors and financial firms
- Maximize Social Security and Retirement Income: You will learn