WELCOME TO OUR 30 MIN WEBINAR REDESIGNING RETIREMENT THANK YOU FOR COMING TONIGHT & INVESTING YOUR TIME & ATTENTION TO LEARN HOW YOU CAN PROTECT YOUR EQUITY IN A SOFT HOUSING MARKET AND SECURE YOUR RETIREMENT IN A VOLATILE STOCK MARKET MY NAME IS ________ AND I AM A FINANCIAL STRATEGIST AND RETIREMENT SPECIALIST WITH OFG PURPOSE TO EDUCATE THE GENERAL PUBLIC ON PARTICULAR MYTH-CONCEPTIONS RELATING TO SPECIFIC INVESTMENTS OFG IS AN INDEPENDENT FULL-SERVICE INVESTMENT FIRM THAT MANAGES CONSERVATIVE, AS WELL AS HIGH RISK INVESTMENTS AND EVERYTHING IN BETWEEN BUT TONIGHT WE WILL BE FOCUSING ON QUALIFIED PLANS & EQUITY MANAGEMENT BECAUSE WE FIND MOST PEOPLE MISMANAGE A MAJORITY OF THEIR MONEY THEY SOCK AWAY FOR RETIREMENT & INTO THEIR HOMES
Real Estate is down 30%. Stock Market is down 50%. Your Economic Situation is a matter of CHOICE not a matter of CHANCE . Presented by: Ogan Financial Group, Inc.
This presentation was designed to create questions in your mind that will give you a defining moment in the way you think about your future. This is important because it empowers you to think for yourselves rather than being told what to think. Our Goal
On some of the decisions you have made in the past. You made these decisions based on the information you had at the time. Therefore… Sharing more information with you will only help you make better decisions, providing you greater clarity, balance, focus, and confidence. Congratulations
A growing group of professional from across the country who are deeply concerned about the direction we are headed and the impact today’s decisions will have on everyone’s financial future. Ogan Financial Group, Inc. We Joined
<ul><li>A. Lower? </li></ul>Will Future Tax Rates Likely Be: B. Same? C. Higher ? Question:
Phases of Retirement Planning Why does traditional financial planning advise you to take as much of today’s money as you can, throw it as far into the future as you can, so that it will have less buying power while being taxed as higher rates? Traditional IRAs and 401(k)s Non-Qualified Alternative
Risk: Guarantees: Penalties: Would you like a lot of risk involved with your money? Would you like guarantees? Would you like any penalties associated with this money?
Liquidity: Protected: Tax-Deferred: Would you like to access your money when you need it? Would you want your money protected from creditors? Would you want your money to grow tax-deferred?
Tax-Deductible Payments: Tax-Free: Would you like tax-deductible contributions? Would you like tax free distributions? Would you want to create the most amount of wealth using the least amount of money? Leverage:
<ul><li>Let’s see if the components of the </li></ul><ul><li>IDEAL INVESTMENT you created COMPARE with programs </li></ul><ul><li>you may already be involved in. </li></ul>Wealth Transfers: Would you like this money transferred to your heirs tax free?
Phases of Retirement Planning Traditional IRAs and 401(k)s Non-Qualified Alternative Your Ideal Investment
than what you have? Why are the things that you want COMPLETELY DIFFERENT
rather than follow a Many time in our lives we buy PRODUCTS STRATEGY.
is more important than the In the end your PRODUCT and RATE of RETURN STRATEGY
“ There is something that is more powerful than all the armies in the world, and that is an idea whose time has come.”
How can you say YES or NO to IDEAS that you don’t even know exist?
Please call or e-mail us with Questions and to receive your FREE gift. <ul><li>Additional Resources </li></ul><ul><li>Missed Fortune 101 </li></ul><ul><li>The Last Chance Millionaire </li></ul><ul><li>Millionaire By Thirty </li></ul><ul><li>[email_address] </li></ul><ul><li>805.527.8806 ext 227 </li></ul>