Strategies & Tips to Minimize Risk and Maximize Your Legacy

Join Mike Terrio, a 20-year financial veteran, on this 1 hour in-person event where you’ll learn how to survive market volatility and maximize your retirement income. It’s NO COST and you don’t want to miss it.
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Register Now!

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Why should you attend this event?

If you are worried about protecting the fruits of your life’s work* when you need it most in a world that is changing faster than ever, this presentation will teach you what savvy* retirees need to do to not only survive the market, but to live comfortably on their terms. Navigate the new market and maximize your retirement income so that you can worry less about the market and more on the things that matter.

Complete As Many “You Want”
Statements As Possible:

(Where “You” represents the buyer and the statement reflects a pain point being resolved)
1. You want to know if you are on track for, or in your retirement
2. You want to be able to enjoy your retirement and be sure to not run out of money
3. You want your money to be safe and growing
4. You want to be tax efficient
5. You want to pass money on to your kids
6. You want to have a plan and path in your retirement
7. You want to know if you can retiree yet

This Purchase Helps
Them Achieve:

Tools to make informed decisions in retirement

This Purchase Helps
Them Achieve:

Mistakes in retirement

Positioning

Before:After:
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Possible Objections

When people say no, what reasons do they give?
  • My problems are unique
  • ABC doesn’t work
  • No serious event organizer would ever use social
  • I already work with and Advisor
  • I have all the information I need
  • I can’t make any changes anyways
  • I don’t know who you are
  • I don’t have time
  • I don’t trust you

Known Competitors
for This Offer

Every offer has competitors, who are yours?
  • A – Other Financial Advisors
  • B – Professionals
  • C – Big insurance companies ie. Merril Lynch, Edward Jones
  • D – Big Investment companies
  • Insurance Only Agents
  • Brokers
  • Captive Agents

The Events

12Jan

14:30 – Lorem Ipsum Workshop
Location: Lorem Ipsum, City
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14:30 – Lorem Ipsum Workshop

12Jan

Location: Lorem Ipsum, City
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad
14:30 – Lorem Ipsum Workshop
Location: Lorem Ipsum, City
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad

12Jan

14:30 – Lorem Ipsum Workshop
Location: Lorem Ipsum, City
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad

12Jan

What do they Get?

Features:
(Only 1 Feature per row)
Benefits:
(A single feature may have many benefits)
  • Done by Financial
  • Live education
  • Educational only – nothing is sold or pitched
  • 1 hour presentation (Instead of hours)
  • Current*
  • Complimentary
  • Receiving unbiased info
  • Hands on, personal, interactive
  • No pressure, no products, no offers, no selling
  • Benefit personally
  • Relevant what is happening to the world
  • No Cost – No Obligation
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Terms

No Cost, No Obligations

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Accordion Content
No Cost, No Obligations

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