Retirement SMART Now In SW Florida

What will you learn from this course?

• How to plan for Retirement
• Create realistic Retirement goals
• How to make smart decisions about Retirement based upon the tools and insight provided in the class
• How to optimize your retirement income, reduce taxes, position investments to meet your needs, make informed choices regarding Social Security and Medicare as well as practical and cost effective estate planning strategies to leave a lasting legacy
• Topics include: Retirement income, Social Security claiming strategies, choosing the right Medicare Plan, managing Investment Risk, Tax Planning, Life and LTC ideas, Trusts and Legal documents for seniors

Details about the course sessions

• Classroom style setting (comfortable seating, desk and screen)
• Educational, not a sales pitch
• A place to learn, prepare and actively participate
• Course fee (Individual $69 or Couple $89) includes a work book with course notes, worksheets, illustrations and a glossary for reference
• The work book will help you follow along and will serve as a useful resource after the course is complete (bring your laptop, tablet or notepad to take additional notes)
• The course consists of four sessions
• Instructors: Mr. David Loesser, Certified Financial Planner^TM and Yale Certified Private Wealth Advisor®. Jeffrey Loesser, Financial Advisor.

• Will my retirement years outlast my money?
• How much is “enough”?
• Can you retire sooner than you expected?
• How do you create a Business Plan for Life & Retirement?
• Social Security: When to take it and how to increase it?
• How to select the best Medicare plan for you?

• Establishing retirement goals and expectations
• Pitfalls of under or over investing before and after retirement
• Managing risk
• Estate Planning: taxes, expenses and why not to leave assets equally to your children
• Integrating cash flow, investment positioning, tax planning and estate preservation

DAVID LOESSER

CFPTM™, President

David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has over twenty years of experience in executive management positions. Recognized as one of America’s Top Financial Planners, David has demonstrated expertise in building proprietary approaches in the essential areas of portfolio construction and management.

Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective.  He has been quoted online and in various magazines such as: USA Today.com,  Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, Aol News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others. 

David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He holds the Certified Financial Planner^TM designation from The American College and also the Yale CPWA® professional certification.

David is married and lives in Ft. Myers FL. He has three grown sons and six wonderful grandchildren. grandchildren.

Jeffrey Loesser

Financial Advisor

Jeff has been working full time for The Estate Planners Group since 2012, serving as a Financial Advisor in training under David Loesser. After attaining his Life & Health Insurance License, Jeff is in the process of attaining his Series 65 securities license along with his Certified Financial Planner certification through New York University.

Before working with EPG, Jeff worked as a Youth Director at the Ocean City Tabernacle, in Ocean City, NJ. Jeff studied at Eastern University, graduating in 2009 with a double major in Business Management and Youth Ministry, along with a minor in Biblical Studies.

Jeff and his wife Kelly married in 2011 and currently reside in Yardley, PA.