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...]

I've mentioned work stress quite a few times on ESI Money. Most recently in Ten Things I Didn’t Expect in Early Retirement, item #9 detailed how stress has departed my life since retirement. It has virtually vanished for me over the past few years -- something I am very thankful for. While working, I didn't realize what an impact work stress had on me. Sure, I knew … [Read more...]