Our Seminars
You’ve heard the old adage “There is no such thing as a Fee Lunch”. Well, at Conry Financial Services, there is. What better way to learn about new financial innovations (tools, techniques and strategies) that have the potential to significantly improve your financial position, than in a relaxed, NO pressure environment with your peers. We believe that informational seminars are an efficient, respectful use of everyone’s time, so come and enjoy the food and the company, not to mention 60 to 90 minutes (depending audience interaction) of the most unique and compelling educational experience you’ve had in years.
What Makes Our Seminar UNIQUE?
Everything! From the method used to present our material to the;
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Content: we will explore 3 specific topics;
- One of the oldest, yet most reliable financial planning tools, completely overlooked by most seniors and planners alike.
- One of the newest financial transactions available exclusively to seniors.
- Planning Technique Examples.
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Time-tested strategies: that we have found are overlooked by the vast majority of advisors. Although only 3 specific strategies are discussed at the seminar, they all have several things in common;
- Lifetime Guarantees
- Guaranteed Rates-Of-Return
- Avoidance of unnecessary risk
- Tax-favored treatment
- Actual case studies: the use of our case studies encourages audience participation so they work through the actual scenarios and become part of the process of improving a client’s financial position. Case Studies also include illustrations, narrative summaries and flow charts.
- No pressure: You can expect a relaxed atmosphere that promotes audience participation and an open exchange of ideas and questions.
