9 Little-Known Money-Traps...

by **bhiggins** » Tue Jul 03, 2007 2:27 pm

I have come across a seminar invitation with the topic: "9 Little-Known Money-Traps that can routinely cost retirees thousands." I really like the invite and seminar title but can't find out what company offers this. Does anyone know what marketing company offers this seminar or invite?

Thanks!

by **Mr. Bill** » Tue Jul 03, 2007 3:02 pm

If it were alligators, I would say John Naylor/Brokers Choice of America.

Otherwise, I would say it's Dennis Tubbergen (GTBK Marketing)...

by **Kevin9** » Thu Jul 05, 2007 9:51 pm

Google returned the following...

9 Little-Known Money-Traps That Routinely Cost Many Retirees Thousands

This is a 90 minute educational program that, according to our past attendees, is unlike any other. The program consists of vital information in an ...

www.strategicmoneymanagement.com/workshops.asp

Unfortunately, the link failed to work.

Kevin M. Lynch, CFP

by **jtermsmart** » Fri Jul 06, 2007 9:00 am

who cares who it is ...no one one has a copy right on a title .. or change it to 7.. and come up with seven bulletpoints and you're good to go..

pp

by **bhiggins** » Fri Jul 06, 2007 5:19 pm

Thanks to everyone for the info! The invite I have does show a trademark following the title but I came up with nothing when I searched for the trademark owner.

by **Mr. Bill** » Sat Jul 07, 2007 1:01 pm

There are many people who will use the TM symbol without actually going through the process. Go to the seminar and tell us all about it!

by **sales** » Mon Jul 16, 2007 10:05 am

Not cool. Stealing is stealing, whether it is intellectual property or not.

You want to be viewed as a trusted advisor yet adhere to questionable ethics.

Revisit the 7 habits... Seek first to understand, then be understood. If it was you who had plowed the field would you want someone else to expect the harvest? C'mon.

by **Rep** » Mon Jul 16, 2007 5:17 pm

I saw this flyer also. Interesting. If anyone goes to it I'd be curious to hear feedback concerning attendance and information.

by » Tue Jul 17, 2007 5:34 pm

Hi Kevin,

I tried the link & it failed for me also. However, I entered just www.strategicmoneymanagement.com. The site is "under construction" & is ran by someone named Earl D. Schultz operating out of Pennsylvania.

by **mbpetersen** » Sat Aug 25, 2007 5:36 pm

You mean you can't think of nine things all by yourself? Go ahead and give it a try. Start with what you're trying to sell that day. Too tough? How's about?

Things retirees do to fuckup their futures:

1- Fail to fund their ILIT with PPLI.
2- Never re-optimize their portfolio using a Black-Litterman optimization model.
3- Fail to periodically rank their mutual funds based on their M2 scores instead of Treynor scores.
4- Not asking their financial advisor what GARCH means.
5- Having too little alpha in their portfolio.
6- Failure to use the NUA provision when transfering company stock out of their 401k.
7- Arbitraging their CVpolicy to invest accross currencies in higher yeilding assets.
8- Failure to get helth insurance for their dog.

AND FINALLY YOUR SUPER IMPORTANT NINTH SELLING POINT::: [this is whatever you reallywant to sell them]

example:
9- Self-insuring their eventual care in a nursing home!!!!!

Think of the powerpoint~~