Here's another one of those "mistakes I made" posts that I like to do every once in a while. It has the added benefit of being a New Years resolution sort of post, which I simply love. :) Doing "mistakes posts" helps me (and ESI Money readers) remember that I'm not always the perfect money manager that this site often seems to make me out to be. In addition, it shows … [Read more...]

When I wrote My Experience at a Direct Mail Retirement Seminar (and the associated post How to Prepare in Advance for a Great Retirement) I noted I had accepted an invitation for another retirement seminar. I attended a second one for a couple reasons. First, I was surprised by how good the first one was. Perhaps I had mistakenly stereotyped these as spammy, hard-sales … [Read more...]

I've recently been to two retirement planning seminars (one I've already posted about in My Experience at a Direct Mail Retirement Seminar and the second coming soon). After thinking about what the events offered and how financial advisors use these seminars to solicit new customers, I think I have a great idea for planners looking to court the soon-to-retire crowd. That … [Read more...]

When I wrote My Experience at a Direct Mail Retirement Seminar I promised that I would do a separate post on the main presentation they gave us at the seminar. This is that post. In between arriving at the event and the Q & A at the end, the majority of our meeting time was a presentation titled "Retire on Purpose." Basically it's a summary of what you need to … [Read more...]

Have you ever received a solicitation in the mail to attend a "retirement seminar"? We get them ALL THE TIME! They look like the sleaziest things you can imagine (if you read between the lines) -- post cards offering a free meal at a local restaurant in exchange for hearing a presentation about a given retirement topic. Most of them look like they are trying to sell … [Read more...]