Financial Planning with Madison Planning

Wednesday, May 27, 2015
Currently Madison Planning is circulating around our court buildings giving "Lunch and Learn" seminars. Their next seminar is at Surrogates Court on Thursday, May 28th from 12-1 and again from 1-2. If you missed out on previous seminars in your building you may attend ANY future seminar. Like most members, with no contract, I didn't think I had any real money to "plan" but after meeting with Principal rep, Jon Schueter to test drive the seminars before I recommended them to our members, my eyes were opened and I realized that I already had a portfolio (what with Deferred Comp, upcoming pension and social security) to manage. Jon showed me how to tweak my deferred comp, explained to me and prepared me for my pension options and also when is the most advantageous time for me to start collecting my social security. Jon's goal is to help you maximize your return based on your age, estimate of when you want to retire, home situation (college anyone?) and what your lifestyle goals are when you retire.  They are consultants, not salespeople and they act that way. There is no obligation or pressure and, if you request an FREE comprehensive evaluation, they won't annoy you if you are not interested. They make their money by charging 1% of any account they manage. If they can double or triple your return (my estimate, not their claim) you would be way ahead of where you are now going forward by using them.

 

FUTURE LUNCH AND LEARN SEMINAR TO BE HELD IN THE MAT CENTER AT A DATE SOON TO BE ANNOUNCED.

Found In: 

Tweets @NYSCourtsDOPI

  • RT : My Nephew Tommy was killed on 9/11/01 rescuing people from the South Tower of the World Trade Center along with his… https://t.co/sGjS7DCbgR
    1 year 5 months ago
  • Today we honor our heroes Tommy, Mitch and Harry. Never Forget.
    1 year 5 months ago