Looking for Some Straight Talk?
Financial planning and getting answers to your financial questions does not have to be difficult, expensive or a hassle. We can all benefit from hearing others discuss their experiences with issues we are concerned about.
Deborah Roser of Roser Law, LLC and I sponsor a free monthly discussion group series to help you and your family plan and avoid problems today. Each month, we choose a topic of interest and have experienced local professionals present information and resources to help you plan your future.
Participants offer their experiences and solutions, and have the opportunity to ask questions. RSVPs are requested to assure we have a seat for everyone.
Check out StraightTalkSarasota.com for more information and to RSVP. Unless noted, all events are held at the Fruitville Public Library, 100 Coburn Road, Sarasota. Future topics include Medicaid and Medicare Planning, Investing and Macroeconomics, Preparing Your Legacy and What's Going on with Health Care Coverage? Do you have a topic to suggest? This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Tuesday February 7 10:30 to 11:30 & Tuesday February 21 5:30 to 6:30 - Avoid Nursing Home Poverty
Tuesday March 6 10:30 to 11:30 & Tuesday March 20 5:30 to 6:30 - Investing Strategies
Tom Roberts, CFP® talks about economic trends and how they affect your portfolio. What are the important factors and how do you use them to your advantage? Learn how to immunize your portfolio against market shocks by choosing investments that align with global macroeconomic forces.
Tuesday April 3 10:30 to 11:30 & Tuesday April 17 5:30 to 6:30 - Estate Planning 101
Deborah Roser, Esquire, will discuss the three most important aspects of estate planning and provide tips on how to avoid competing plans and why a trust might be right for your situation.
Tuesday May 8 10:30 to 11:30 & Tuesday May 22 5:30 to 6:30 - Annuity ABCs
Past events:
Tuesday January 17, 2012 5:30 to 6:30 & Tuesday January 24, 2012 10:30 to 11:30 - Investing for Income... Without Sharks!
Tom Roberts, CFP®, discusses how to obtain income and avoid financial sharks. Optimizing income from your investments is very different from building your next egg. When building up your savings you have more room for error, and market downdrafts do not have as much impact. When withdrawing income, managing investment and market risk is critical. We will discuss how to identify and plan for these risks.
There are a number of investment strategies and "products" to help you deal with these risks. We will discuss the pros and cons of the most common products and how to make wise choices.
Tuesday December 6, 2011 - 5:30 to 6:30 - Creating Your Legacy LighthouseIf you've done your estate plan, you probably have a will and maybe a trust. We plan because we have people we love, and we want to make sure what we have goes where we want after we die. The people we love, however, may also have a need - a need for a different kind of legacy from you - one that is filled with your stories, your wisdom, your values, your guidance, your life lessons, and your love. Think you don't have any stories or wisdom? We discussed how to find and release your legacy lighthouse so you can light the way for generations! Led by Deborah Roser, Esquire, Tom Roberts, CFP®, and other particpants discussed and worked exercises to help us get started. Tuesday October 25, 2011 - 6:30 to 7:30 - Business Succession PlanningHave you planned your exit? What will you do when it is time to pass on your company? Deborah Roser, Al Liskunas, Nikolay Safonov discussed how to maximize company value, choose successors, fund a sale and execute a smooth transition. Tuesday September 20, 2011 - 5:30 to 6:30 - Annuity ABCsTom Roberts, CFP® discussed different types of annuities, in what situations they are useful and where they are not appropriate. Learn how to find the Good, avoid the Bad and Run from the Ugly. Tuesday August 30, 2011 5:30 to 6:30 - Generation to Generation Panel DiscussionTom Roberts, CFP®, Deborah Roser (RoserLawLLC) and Susan Wolfson, LCSW answer your questions about having better intergenerational conversations. Saturday July 16, 2011 at 9:00 to 10:00 - Estate Planning 101Deborah Roser (RoserLawLLC) discusses how to avoid future problems. Special guests Roni and John Antenucci of A&B Asset Documentation on How to Avoid Treasure Hunts. Palm Aire Tradition Community Clubhouse Tuesday May 31, 2011 at 5:30 to 6:30 - Expectations in RetirementTom Roberts, CFP® discusses What Retirement Means Today and how you can prepare. Special guest Sue Ellen Addicott of Senior Moves (MySeniorMoves) on Easier Ways to Downsize. Tuesday March 22, 2011 at 5:30 to 6:30 - Investing for IncomeTom Roberts, CFP® discusses how to obtain income and avoid financial sharks. |
Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |