Want Richard to Speak to Your Group?

Richard E. Reyes, CFP®, is a highly sought after advisor and educator because he makes the complicated and mundane topics of investing and retirement fun!

Richard has spoken to groups from the Rotary, Major Corporations, Associations, and others. If you are interested in having Richard appear at your next function, call us 407-622-6669.

Richard conducts workshops and seminars on the following topics:

The 10 Biggest Screw Ups Retirees Make With Their Money

Stocks market. interest rates, taxes. pensions, health cost. estate planning, and the fact that we live longer are only a few of the things to consider before and during retirement. YOU ONLY GET ONE SHOT AT RETIREMENT! Let Richard give you all the hacks, tricks, and wisdom to help you define the most common screw ups retirees make and help you begin to get on with the your life

Income for Life – How to Create a portfolio that provides a predictable, sustainable and increasing Income for life

What will happen first, will you run out of money or will you run out of life? When it comes time to take money out of your investments most retirees are clueless. Unfortunately, so is most of the financial community. Don’t leave your retirement to guesswork, luck and a calculator you found on the internet. Richard will provide you with straight, no-hype answers and solutions to address retirees #1 concern...being broke!

10.5 IRA Distribution Screw Ups

When it comes time to withdrawal your money from IRA’s – Watch out! These are most often the most complicated and misunderstood investments investors have and the IRS is just waiting for you to screw up. Make the wrong decisions and you could find yourself coming out of retirement because you have to .. not because you want to!!

Separating Myths from Truths

What are the myths of investing? Many of the mistakes that investors make are due to the fact that most of the information they receive about investing is marketing in disguise. Ever wonder why everyone seems to have a different opinion on how you should invest your money? Ever wonder why an investment that you bought didn't do as well as you had expected? Find out how the investment world really works in this first step to conscious investing

Defeating your Money Demons

Locked within each of us are deeply rooted belief systems about money and what it means. In many ways, we are the sum-total of our beliefs. When you bring your Money Demons to the level of awareness, you can defeat them and create new beliefs that lead to different actions and outcomes.

Examining your Expectations

Begin to understand the relationship between expectations and results and you will see that it is crucial to your peace of mind about investing. No matter what it is in life, your expectations are the deciding factor in how you feel about the outcome.

Do You Know the 10 CRITICAL Questions You Need To Ask Before Hiring A Financial Advisor?

Before you go to task of hiring an advisor, Richard explains to you how to easily spot a wolf in sheep’s clothing and find out what stock brokers and financial planner hope you never hear

First Name:
Last Name:
Email:
Company:
Home Phone:
Work Phone:
Address 1:
Address 2:
City:
State:
Zip:
Country:
Fax:
How did you find us?

Denotes Required Field

Disclaimer | Privacy Policy | FAQS | Forms