Wealth Management Conference

Tulsa Technology Center (TTC)

April 24, 2008

6:30-8:30PM

828-4100

Class # SPIN-3496 RS s400

Steve will be speaking on:

§  The 12 simple steps to achieving inflation adjusted income for life

§  How to boost your retirement portfolio paycheck by over 50%

§  Ways to PROTECT YOUR ASSETS against market volatility while being in the market

§  The SINGLE KEY to knowing what and when to buy and sell investments during retirement

§  How to AVOID THE SINGLE BIGGEST MISTAKE retirees make in taking income

§  Brief update on current economic conditions

Our special guest speaker will be Thom Irwin, Esq. of Irwin Law Firm, P.C., Tulsa, OK.  Thom is a 25-year veteran Estate Planning Attorney.  He is also a Former professor at Regent University School of Law and an Estate Planning instructor at Northeastern State University.  Topics include:

Thom Irwin, will be speaking on:

§  How to title assets correctly

§  How to avoid probate and guardianship

§  Pros and cons of Wills vs. Trusts

§  Estate Tax Planning to Disinherit the IRS!

§  How to keep the inheritance from your children’s CREDITORs and DIVORCEs.

To register for the conference call the TTC campus number listed above.

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