2024
Thursday, November 14, 2024
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
No-Commission Real Estate
High Real Estate Commissions Stink. If you plan to buy or sell a home in the next five years, you can lock in a zero percent commission realtor now. While there is no such thing as a free lunch, let’s face it, all things being equal, those who pay less have more. It’s true for investment advisors, banks, brokerage, groceries, gasoline, electricity, and on it goes. On a $350,000 home, the seller will pay $21,000 when there is a 6% commission paid by the owner to the listing and buyers agent. Attend this Casual Breakfast Conversation to learn how you may qualify, as the seller, to increase your net by $47,000 using a cooperative and voluntary multi-disciplinary approach. Which is better for the seller’s bottom line: $329,000 or $376,000?
Friday, November 15, 2024
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
True Estate Documents
High Legal Fees Stink.
Let’s face it: paying less means keeping more for yourself, and that’s a reality that applies everywhere—from investment advisors and banks to everyday essentials like groceries, gasoline, and electricity. When it comes to estate planning, it’s even more critical. Over 20,000 residents in the Ocala area have already experienced Paul’s estate planning workshops firsthand, and over 65,000 have heard him speak over the past 40 years.
In just 25 minutes, you’ll get a straightforward, no-fluff breakdown of everything you need to know—wills, trusts, asset protection, powers of attorney, letters of instruction, and more. This is what we call the Truesdell approach: a unique blend of Old School values and New School innovation, rolled into one seamless “ONE School” strategy. It’s an approach we’ve refined for decades, getting sharper and more effective every year.
Curious about how we do things differently? Come see for yourself at our Casual Breakfast Conversation, where we discuss these topics openly and answer your questions without pressure or obligation. Our Casual Breakfast Conversations offer a comfortable, accessible way to understand how true professionals work, so you can make informed choices that protect your future. Find out firsthand what sets the Truesdell team apart.
Wednesday, December 11, 2024
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
The Truesdell Military Procurement Portfolio
A Big Drop in Portfolio Value Stinks. While there is no such thing as a free lunch, let’s face it, all things being equal, those who pay less have more. It’s true for investment advisors, banks, brokerage, groceries, gasoline, electricity, and on it goes. And when it hits the fan, what sector of the U.S. economy will “always” be funded? Military? Yes, the military. If you are retired or pre-retired, this is one of those engagements you want to attend. Those who served often say: “Darn right I want to invest in the companies we used while…” Over 20,000 Ocala area residents have attended estate planning workshops where Paul was the primary speaker. Over 65,000 have heard one of Paul’s talks over the past 40 years. From basic to advanced estate documents, asset protection, wills, trusts, powers of attorney, letters of instruction, the UMSIR, and more will be shared within 25 minutes. That’s right, within 25 minutes. The Truesdell approach of blending Old School with NEw School, into a ONE School approach was created several decades ago, and it continues to get better and better as the years continue. There’s a real difference in professionals, and you won’t know what it is until you attend a Casual Breakfast Conversation
Thursday, December 12, 2024
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
MICA Income & Return Lock
Many Old Annuities Stink. While there is no such thing as a free lunch, let’s face it, all things being equal, those who drive a Model T may get there, but long after those with a 2024 Ford of any type. Times have changed for attorneys, accountants, advisors, bankers, brokers, dealers, financial planners, and wealth managers. And so it goes with newspapers, radio and television, and much more. From basic to advanced uses of contracts, from Social Security, pensions, charitable trusts, commercial and private annuities, and more will be shared within 25 minutes. That’s right, within 25 minutes. The Truesdell approach of blending Old School with NEw School, into a ONE School approach was created several decades ago, and it continues to get better and better as the years continue. There’s a real difference in professionals, and you won’t know what it is until you attend a Casual Breakfast Conversation
Wednesday, January 8, 2025
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
The Upcoming Cuts to Social Security Stinks
The Upcoming Cuts to Social Security Stinks.
Don’t Get Left in the Dark – Join Us for a Breakfast Conversation You Can’t Afford to Miss
Are you ready for what’s coming? The Social Security Trust Fund is running out, and when it does, retirees will be the first to feel the sting. Cuts are looming, and the impact could be devastating for those who depend on Social Security. This isn’t just a "someday" issue – it’s unfolding right now, and if you're not prepared, the results could be life-changing. And by the way, who is the easiest person to tax? Those who are dead and cannot vote.
Join us for a casual but crucial breakfast conversation titled "The Upcoming Cuts to Social Security Stink." Get the straight facts on what’s really going to happen, and most importantly, what you can do to protect yourself now.
Paul has been an income specialist for over 40 years, guiding retirees through these tough situations. He’s seen it all and knows the realities people face when a spouse dies and benefits are reduced. This is more than just talk; it’s about understanding the options you have before it’s too late.
Don’t wait until you’re left scrambling – make the time to attend and get informed. Knowing the facts now could mean the difference between financial security and struggle in the years ahead.
Protect your future. Be prepared.
Over 65,000 have attended a seminar, workshop, or casual conversation where Paul was the primary speaker. The Truesdell approach of blending Old School with NEw School, into a ONE School approach was created several decades ago, and it continues to get better and better as the years continue. There’s a real difference in professionals, and you won’t know what it is until you attend a Casual Breakfast Conversation
Thursday, January 9, 2025
Stone Creek Golf Club - The Grille / Arrive at 9:45 am / Conversation begins at 10:00 am / Conversation ends after 25-minutes / AUA - Ask Us Anything until 11:00 am
The Truesdell Military Procurement Portfolio
A Big Drop in Portfolio Value Stinks. While there is no such thing as a free lunch, let’s face it, all things being equal, those who pay less have more. It’s true for investment advisors, banks, brokerage, groceries, gasoline, electricity, and on it goes. And when it hits the fan, what sector of the U.S. economy will “always” be funded? Military? Yes, the military. If you are retired or pre-retired, this is one of those engagements you want to attend. Those who served often say: “Darn right I want to invest in the companies we used while…” Over 20,000 Ocala area residents have attended estate planning workshops where Paul was the primary speaker. Over 65,000 have heard one of Paul’s talks over the past 40 years. From basic to advanced estate documents, asset protection, wills, trusts, powers of attorney, letters of instruction, the UMSIR, and more will be shared within 25 minutes. That’s right, within 25 minutes. The Truesdell approach of blending Old School with NEw School, into a ONE School approach was created several decades ago, and it continues to get better and better as the years continue. There’s a real difference in professionals, and you won’t know what it is until you attend a Casual Breakfast Conversation. If you missed the presentation in December, here is your next opportunity.
