HERAK FINANCIAL                                                                                                                                                                              

Innovative Solutions  Through Structured   Planning

 



             Free Online Financial Webinar

   The webinar will show a case study with the Wealth in Motion financial simulator in conjunction with the stragetic asset alloction model.  You will see how thousands of dollars of retirement income is lost when compared to an ideal plan.

                         Run scenarios or movies like:

·            Retirement Scenario-Can I maintain my lifestyle? How long will it last?   

·             Survivor Scenario- Is there enough for my family to live on? How long will it last?

·             Lawsuit Scenario- What if I get sued?

·             Disability Scenario- Can I maintain my lifestyle?

·             College Scenario- Am I saving enough? (All colleges built into the simulator)

·             Major illness, assisted living or nursing home  Scenario- - What IS- IS

·             Estate Scenario- Who gets the money?

·            Other Scenarios: To fund IRA or not? 2010 Roth IRA conversion or not?

A WEALTH IN MOTION™ financial simulator movie shows the outcome based on your input 

                                           What IS-IS. 

                 Compare different scenarios with an Ideal plan.

Join us for a free, online webinar using the Wealth In Motion™ financial simulator.  See a hypothetical case with the strategic asset allocation model and how it might benefit you in structuring your financial future.  No pressure, No Fee, Save travel time, No further contact unless you request it, computer to computer.  Take 40 to 50 minutes to view an online case to see how it may apply to you.

How it works:  You email nick@herakfinancial.com   We email you for the time you would like to meet.  You receive an invitation which allows you to view our PC screen using the Gotomeeting service at the agreed on time.    You can be on the phone or use your microphone and speakers (VolP) with headset while viewing my PC screen.  For other questions email  us  or call Nick at 745- 4760.

           

 
  © Copyright Herak Financial Services 2007
800.775.1751 :: email us