Teleios Financial Partners

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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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FINRA Broker Check

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Investment Advice offered through G.A. Repple & Company, A Registered Broker/Dealer & Investment Advisor, Member FINRA & SIPC Supervisory Office: 101 Normandy Rd, Casselberry, FL 32707 Phone: 407-339-9090 FINRA Broker Check