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
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