DTRT Advisors provides educational seminars that are easy to understand, unbiased information, and what we believe are important topics based on our years of experience within the financial services industry. There is never a charge for seminar services. Please click on the link of your seminar of choice listed below. The Date, Time and Location will appear. Clink on the one you would like and register. You may also register by email or by calling DTRT Advisors during normal business hours. We are also available to present these seminars privately to companies, employer groups, non-profit organizations or church congregations. Contact us for more information. | |
DTRT Seminars
2013 DTRT Advisors Seminar Schedule coming soon.
Retirement Income Planning
Retiring soon? This 60 minute presentation provides a complete overview of all the options available for retirement income planning. We will provide unbiased clarity into products used today within the market place, cost benefit analysis, and how to make the most of your retirement income dollars. Bagels and coffee served.
“Fees and Expenses Matter,” Individual Investors:
In the world of financial services everyone makes money off your money. We give an inside look into broker dealer payout compensation grids, how financial advisors get compensated and passive vs. active investing. The seminar goal is for the participant to understand how financial firms and advisors make money off your money. We show the individual investor how to keep more of their investment return by saving money on fees and expenses. Free Lunch will be provided.
Retirement Income Planning
Retiring soon? This 60 minute presentation provides a complete overview of all the options available for retirement income planning. We will provide unbiased clarity into products used today within the market place, cost benefit analysis, and how to make the most of your retirement income dollars. Refreshments will be served.
Long Term Care Planning
Planning for long term care is one of the hardest things to do. We provide unbiased information on all available solutions for planning for a long term care emergency. Traditional LTC insurance, Universal Life with LTC rider, and Fixed Annuity Solutions will be addressed. This seminar goal is for the participant to understand the need for long term care planning and what solutions are available in the market place today. Refreshments will be served
