In Person

 
 

October 12

GIN-OWL - Guaranteed Income Now Or Wait Longer

A sharp, no-nonsense approach for the big shocks: a spouse's death, the upcoming drop in guaranteed Social Security, and the silent tax of inflation. Contractual income, smart timing, lifestyle protection. Perfect timing based on you. Avoid the drift, denial, and hesitation of maybe. Arrest the rentless loss of purchasing power.

No regrets.

Sleep well at night.

Clear Steps - Real Math

October 28

Efficient Non-Insurance LTC Planning

The hard truth: a single year of memory care can vaporize a lifetime of savings and force your family into panic selling. A single health shock can drain the portfolio. This session shows how to build defenses without buying traditional LTC policies. Structured income ladders, asset segmentation, spousal shields, irrevocable and discretionary trusts, and Medicaid timing. Learn how to reduce, even prevent, the forced sale of the nest-egg. A practical conversation for the serious-minded.

No regrets.
Sleep well at night.
Clear Steps - Real Math

Online & On-Demand

Dates Pending - Videos Will Appear Here

All Online & On-Demand Videos
Require a Unique Password
Text or Call 352-612-1000

  • What is a bundled financial product? - October

  • Why variable annuities are generally awful investments? - October

  • How and why life insurance may make sense in retirement. - October

  • What happens when World War 3 goes hot? - November

  • Why traditional AUM fee calculations are only part of the cost. - November

  • An iPhone application you'll like and use daily. - November

The Paul Truesdell Podcast