intercontinental hotel new orleans 444 st. charles avenue new orleans, louisiana 70130 date: friday,...

INTERCONTINENTAL HOTEL NEW ORLEANS

444 ST. CHARLES AVENUENew Orleans, Louisiana 70130

Date: Friday, August 12, 2011 (Time – 1:15 p.m.)

8/12/11 2Financial Advice for Retirement Planning

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8/12/11 4Financial Advice for Retirement Planning

IF YOU DO NOT KNOW WHERE YOU ARE GOING ANY ROAD WILL TAKE YOU THERE.

8/12/11 5Financial Advice for Retirement Planning

STARTING OUT ON YOUR JOURNEY TO RETIREMENT REQUIRES FINANCIAL PATIENCE.

BECAUSE WE ARE LIVING IN THE PRESENT.

THE ROAD TO RETIREMENT WILL HAVE NUMEROUS MILESTONES.

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UNFORTUNATELY, ON THE ROAD TO RETIREMENT THERE WILL BE SOME BUMPS, POTHOLES, SETBACKS, ETC.

THE BUMPY ROADS ARE JUST GETTING STARTED. CONTINUE TO MOVE FORWARD AND KEEP YOUR EYE ON THE PRIZE (FINANCIAL SECURITY DURING RETIREMENT).

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There is not a better substitute for an excellent roadmap. For your future retirement success - follow your map.

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WOW!!!

THAT IS ONE BIG ROCK. DO NOT PANIC – ALL IS STILL WELL AND GOOD.

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MONTHLY INCOME AND EXPENSE ANALYSIS

TOTAL MONTHLY INCOME

TOTAL MONTHLY EXPENSES

TOTAL MONTHLY DISCRETIONARY INCOME

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PAYEE AMOUNT DUE

DUE DATE

BALANCE DUE

COMMENTS

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PAYEE AMOUNT DUE

DUE DATE

BALANCE DUE

COMMENTS

COMMENTS

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RETIREMENT – HAVE YOU MADE IT?

WHICH TOLL BOOTH WILL YOU USE?

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Trust29

Financial Advice for Retirement Planning

What is it?How does it work?What does it do?

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Intestate Testator Executor Bequest Beneficiary Probate

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What is it?How does it work?What does it do?

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Settlor Trustee Beneficiary Testamentary Inter vivos Revocable Irrevocable Distribution

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