**Attention Pre-Retirees, Retirees, Couples, Widows, Business Owners, Teachers, Professors, Nurses, Physicians, Divorcees & Do-It-Yourself Investors: **
“If You’ll Give Me Just ONE Day Of Your Life,
I’ll Give You 20 Years of Mine…
…and you’ll walk away with peace of mind knowing you’ve learned and integrated most everything you need to know to navigate a successful retirement.”
But HURRY…
I Can Only Accept 4 More Registrations for 2008!
From: Bill Losey, CFP®, CSA, America's Retirement Strategist™
Dear Friend,
Are you a busy, successful individual who…
- Is becoming overwhelmed and exhausted by all the conflicting financial and investment information you hear about?
- Has ever wished you could get straight answers and sound advice about your personal financial situation?
- Would like to retire sooner, rather than later, to pursue other passions and interests?
- Has ever struggled with finding a real-life mentor to guide you and give you honest, objective, unbiased, fact-based retirement advice?
….a mentor who actually specializes in working with discerning individuals who are close to or in retirement? A Certified Financial Planner™ practitioner with nearly 20 years of experience dedicated to helping people succeed and accomplish their life goals?
Then I’m ready to help YOU in 2008!
You see…
“Your happiness is a currency
more valuable than money”
My goal is to enhance your quality of life by helping you to get out of debt, save money, invest properly, reduce your taxes, and protect what you’ve worked so hard for. I want to take the stress out of your life so you can enjoy it more.
I want you to get all of your burning questions answered without the fear of someone trying to sell you some product with high pressure sales tactics.
I don’t work that way.
My promise is simple: No pressure. No products. No hype. No kidding!
I measure my own success by that of the people I serve so I take a personal interest in each client.
Would you like to know EXACTLY how I do this?
Good! Keep reading, because…
“I’m Ready To Teach You My Complete
Retire In A Weekend® System,
Step-by-Step, LIVE and In-Person”
Over the last 15+ years, I’ve spent tens of thousands of dollars and thousands of hours figuring out a system that I could use to help people answer questions like:
- When can I retire?
- Will I have enough money?
- How much can I take out?
- Am I invested correctly?
- Will I be able to meet my health care costs?
- How do I increase my income to beat inflation?
- Should I take Social Security now or later?
- How long will my money last?
- How will I be taxed in retirement?
- Is active or passive investment management better?
Now, I've GOT it. I've got this all down to a complete system that I want to pass on to those who want retirement success.
This is NOT another seminar or workshop where you hear some alleged guru yak about financial topics all over the board, barely scratching the surface on what they should teach you, and then try to sell you life insurance and annuities.
Your Retire In A Weekend!® retreat is a practical day-long consultation of hands-on instruction delivered over 1 day (normally a Friday OR a Saturday), to help you plan for a comfortable retirement.
Through real examples, real exercises, real case studies, and my Problem-Plan-Payoff process, you’ll discover how to integrate and apply important strategies and concepts to your personal situation in one short day.
Imagine:
- Being able to sleep better at night
- Having all of your questions answered
- Getting all of your ducks in a row
- Having a coordinated strategy where your money and wealth is aligned with your life and ambitions.
- Not trying to be sold something you don’t need
Sound good to you? (I thought it would!)
I’ll make live demonstrations, you’ll do live exercises, you’ll make progress with me, and you can ask me as many questions as you want. This is completely hands-on! The time we spend together is all about you and your life!
“You’ll Leave With A Clear Understanding
and Stand Ready To Implement
The Strategies and Solutions I Develop For You”
|
Evaluating Sources of Income
Employer-sponsored retirement plans
Roth and traditional IRAs
Annuities: The Good, Bad & Ugly
Social Security |
Investing for YOUR Future
Your investment strategy
What’s your risk tolerance?
Selecting stocks, bonds, & funds
Asset allocation steps |
Protecting Your Health & Wealth
Assessing your insurance needs
Coping with a disability
Protecting your biggest asset
Life insurance protection
Your risk management picture |
Retirement Plan Distributions
Understanding your options
Which distribution method?
Annuity or lump sum payments?
Making systematic withdrawals
IRA rollover/distribution options |
Managing Your Estate
Basic estate planning tools
Types of trusts
Beneficiary planning
Wills & will considerations |
Miscellaneous
What else is on your mind?
How can we help you?
Putting it all together |
“Okay Bill, Sounds Great.
What’s My Investment to Attend Your
Retire In A Weekend!® Retreat?”
Because I’m going to spend 1 COMPLETE DAY with YOU (and ONLY YOU), and I’m limiting this service to only 1 person/couple per month, and it’s a true hands-on event where you get to make progress, complete exercises, and ask me all the questions you want, I’m sure you can guess I’m NOT giving this away!
When I told some of my colleagues and mentors what I was offering and how much attention my attendees would get, they said I could get away with charging as much as $10,000 for a PRIVATE, HANDS-ON event like this.
But I thought that would price-out many of the people who actually NEED and WANT my help. So admission to my monthly Retire In A Weekend!® retreat is only $2,997 for singles or $3,497 for couples.
And get this…
You can SAVE $1,000 right now off your admission cost by purchasing a copy of my book, Retire in a Weekend!, for only $29.95!
Simply click on this link, Retire in a Weekend!, and order your copy of my short, simple, easy-to-understand book NOW!! Once you've ordered it, call my office at 1-866-786-2521 to schedule your date for 2008 and I'll reduce your tuition by $1,000 (to $1,997/singles OR $2,497/couples).
I can tell you that the strategies and solutions you’ll learn at YOUR live Retire in a Weekend! event are the EXACT same ones that I consistently use with my existing fee-based retainer clients.
What is THAT type of information and peace of mind worth to you?
Hmmm…..
“Okay Bill, But What About Results?
Your Financial Strategies May Work For Others,
But What About Me?”
Unfortunately, by law, I cannot guarantee your results. But that doesn’t mean you shouldn’t plan either.
When people work with me they can be assured I know that my success is directly tied to their success. My clients are very important to me and I take this responsibility seriously.
Here are 4 Reasons Why You Should Schedule
Your Own Retire In A Weekend!® Retreat
1-Steer Clear of Roadblocks
You’ll learn about common roadblocks to retirement planning success and how to avoid them – such as taxes, inflation, and lack of knowledge, inadequate planning, and failure to take action.
2-Acquire Straight Answers & Sound Advice (Without Pressure To Buy Anything)
Sound, unbiased information about proven financial strategies will give you the background and perspective you need to make good retirement decisions. You’ll become more confident and decisive about what you want and the options you have.
3-Focus Your Goals and Resources
This personal weekend intensive is designed to lead you step-by-step through the retirement planning process. You’ll learn how to formulate realistic goals based upon your individual retirement needs, risk tolerance, and length of time to retirement.
4-Take Action
Procrastination is the single biggest reason people fall short of achieving retirement goals. After completing this weekend, you’ll be ready to start taking steps to immediately improve your overall retirement picture.
Are You Ready To STEP UP
and Claim one of the 4
Weekends remaining in 2008 as YOURS?
Reserve your spot now
by calling 1-866-786-2521.
Not convinced yet?
Well, here are some special bonuses for all of my attendees.
YOUR FREE BONUSES:
BONUS #1: A Complimentary Investment Audit
Many people tell me that the investment portfolio recommended by their current financial advisor is too complicated and confusing. And that they’re often disappointed by its performance.
Also, when they ask their advisor about issues they see in the news – like excessive management fees and other flaws in mutual funds – their questions typically go unanswered.
I will show you new research on a simpler, more intuitive way to invest – one that helps clarify what you can realistically expect in the way of performance.
This new approach is also more cost-efficient, so it can help you potentially earn more from your investments and build your wealth faster. Your personal Investment Audit will illustrate:
- How your portfolio is allocated by asset class
- The risk and return potential of your investments
- What you’re actually paying on a percentage and dollar basis for portfolio management, and if those fees are correlated to the ability of the portfolio managers to add value.
This is a popular stand-alone service that I charge $497 for. When you reserve your spot in our Retire In A Weekend! retreat, it’s FREE!
BONUS #2: Your Own Retire In A Weekend! Binder
I don’t want you to get wrist cramps from all the notes you take during our weekend together, so I’ve already done most of the work for you.
When we meet, you’ll receive a handsome, 3-ring binder that you’ll use to create your own success with. The binder contain dozens of pre-written outlines, notes, samples and examples that we’ll refer to as we go through the sessions live (A $297 value).
BONUS #3: Your Own Unique Behavioral Risk Tolerance
I'm aware that, when it comes to taking risks, we each have our own comfort zone. Therefore, the asset allocation decision we determine for you is the outcome of a unique behavioral finance risk profiling process by which your personal objectives and feelings are carefully defined, and then aligned with multiple strategies built using various assets.
The end result is a diversified and cost-efficient portfolio where risk/return potential is quantified, and fees are correlated to the ability of the portfolio managers to add value.
This is a service (a $777 value) normally reserved only for my fee-based investment management clients. When you enroll in your own Retire In A Weekend! retreat, it’s FREE!
BONUS #4: Free Lunch
OK, OK…I know we’ve got a lot of ground to cover, but I want you energized. So lunch is on me! We’ll take a short break at a local eatery around noon and recharge our batteries. This way you can remain focused for our action-packed afternoon! (A $47 value).
BONUS #5: A Complimentary Follow-up Q&A Phone Session With Me
Two weeks after we meet, we’ll have a 90-minute Q&A session by phone (a $750 value). You can call in and ask any remaining questions you have.
You’ll find this extremely valuable as some questions may just “pop up” in your mind after you get back home and begin to implement your solutions.
Makes sense, doesn’t it?
Call 1-866-786-2521 today!
But if you’re still skeptical, I understand. That’s why I’m putting a personal guarantee on the line.
Go ahead, register and attend my Retire In A Weekend retreat at NO RISK whatsoever. If for any reason, by lunch time, you honestly feel I am not delivering on the information promised, just ask for a full 100% refund. I’ll happily oblige.
You see, I’m that confident that NOTHING out there comes close to the quality of my Retire In A Weekend! retreat. In fact, if you feel I’ve wasted your time, I’ll even give you $50 out of my own pocket for your trouble and lunch on your own. Really!
I never accept clients that aren’t really excited and interested in growing and protecting their retirement investments. I’m going to be brutally honest with you. I have so much fun seeing people’s lives change for the better that I would never want to work with anyone who wasn’t excited and looking forward to finally getting all their financial ducks in a row.
This personal guarantee is my way of taking any worry off your shoulders about making this important decision. And that’s my promise.
Call 1-866-786-2521 today or click here to reserve your seat!
Sincerely,
Bill Losey, CFP®, CSA
America's Retirement Strategist
PS - If you keep doing what you’ve always done, you’re going to keep getting what you’ve always gotten. BREAK OUT OF YOUR CYCLE NOW! Remember, you can save $1,000 off the cost of admission by simply ordering a copy of my book, Retire in a Weekend! Order now for only $29.95!
PPS – Remember, you’re making this decision at completely NO RISK. If for any reason you aren’t happy with your Retire In A Weekend! retreat, just ask for a refund by lunch time, and I’ll gladly honor your request. PLUS, I’ll give you $50 for your time and trouble.
PPPS – Due to the intensive nature of the Retire In A Weekend! retreat, I only allocate one weekend per month to deliver this service. 2007 sold out!! There are only 4 seats left for 2008!! Grab yours today!!
PPPPS – Also…remember that your investment in your Retire In A Weekend! retreat may be tax deductible. Section 212 of the Internal Revenue Code permits an itemized deduction for tax, financial and/or investment advice in the miscellaneous section of your Schedule A. It is subject to a 2% floor of the adjusted gross income of your personal tax return. Please consult with your tax advisor for specific information and to determine your eligibility. That could make this an even better deal!
PPPPPS - I'm located just 3 short miles outside beautiful Saratoga Springs, NY! Come to this vibrant, historic and cultural center nestled in Upstate New York, but only a short drive from Albany International Airport and from most Northeast locations. For information on lodging, where to shop, and where to dine, click www.saratoga.org.
***DISCLAIMER***
As with any financial endeavor, there is an inherent risk of loss of capital and there is NO GUARANTEE that any financial or investment strategy, including those suggested by Bill Losey Retirement Solutions, LLC, will ever be profitable. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Please be aware that there are risks associated with all investments and investment strategies. Every effort has been made to accurately represent our program and its potential. Each individual's retirement success depends on his or her background, dedication, desire and motivation. Legal and tax advice should be based upon your individual circumstances and come from professional advisors such as an estate planning attorney and/or a tax advisor. BLRS only provides investment and financial advice to persons residing in states where it is properly registered, or excluded or exempted from registration requirements.
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