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Introduction to the Personal Economic Model

This presentation will provide another alternative for the adviser to use as part of their financial and estate planning fact finding process.

Don Blanton will provide an Introduction to the Personal Economic Model.  A one-page model that allows you to discuss every financial product and strategy. This system improves the level and quality of communication between financial services professionals and their clients.

The system is built around a simple, 10 step planning process, which is combined with a software component that excels as a “Visual Storyboard” to help the advisor clearly communicate how money and wealth accumulation works.

This system takes the client through a range of discussions that include but are not limited to –taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets and the overall wealth –building process. It also explores the effects of transferred money and the opportunity costs associated with those lost dollars. You won’t want to miss this session it could change your life.

 

 

 

 



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 Beamsville, ON  L0R 1B5

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