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Stan "The Annuity Man" P.O. Box 2225, Ponte Vedra Beach, FL 32004
SPEAKER The Annuity Man, Stan Stan The Annuity Man is a nationally recognized annuity expert, and annuity critic. He has been called the national consumer advocate for annuities and a walking middle finger of annuity truth. Stan The Annuity Man is a weekly RetireMentor columnist for The Wall Street Journals MarketWatch.com, and is the exclusive annuity contributor for About.com. His highly acclaimed book, The Annuity Stanifesto, is a top seller in its category and is known as the go-to-resource for all things annuity. Stan The Annuity Man has clients nationwide and is considered the top independent annuity agent in the country.
INTERVIEW Hurdles to Overcome for Lifetime Income Bob Carlson discusses ways to establish a retirement paycheck and how an investor can plan ahead to avoid running out of money during his lifetime.
INTERVIEW When Rates Go Up, Bonds Fall Bob Carlson takes a look at some of the threats that people are facing right now to the income they want to rely on for a lifetime.
FEATURED MEDIA PARTNER Canadian MoneySaver Canadian MoneySaver is an acclaimed investment advisory with a recognized reputation for providing a trustworthy and down-to-earth service since 1981. Canadian MoneySaver is offered in both a print and electronic version and is published nine times annually. You receive practical investment advice researched, experienced, and described by more than five dozen financial practitioners, including financial planners, tax experts, portfolio managers, investment advisers, lawyers, and successful investors from across Canada. From our advisers, you'll learn how to: get the highest return for RRSPs, RRIFs, annuities, and pensions; boost profits with the best term deposits, GICs, bonds, and income trusts; maximize gains on dividend stocks, closed-end funds, and global investments; use everyday legal advice to save you lots of time and money before visiting a lawyer; buy stocks and mutual funds at no load, and other investments at discounts; slash your insurance premiums by 18-49%; buy, sell, and manage real estate profitably; cut your taxes to the bone; keep more of your money through retirement and estate planning strategies; profit from time-tested portfolios using Dividend Reinvestment Plans (DRIPs); buyback stocks, insider trading, and Share Purchase Plans (SPPs); and save money on travel bargains, consumer purchases, and everyday services. In short, Canadian MoneySaver deals with all the money matters that affect your life and your financial security.
SPEAKER Goodall, Leonard Leonard Goodall is co-editor of No-Load Portfolios, a financial newsletter now in its 26th year of publication. He is a Certified Financial Planner and has served financial clients since the 1980s. Dr. Goodall is the author of several books and is currently working on a new book, titled, An Investors Memoir: Lessons Learned from Sixty Years in the Stock Market Without One Day on the Sidelines. He is also an educator, having served on the faculty of four universities, and is the past president of UNLV. Dr. Goodall is a life member of AAII, and has spoken to AAII chapters throughout the country and at their national conference.
SPEAKER Roseman, Eric Eric Roseman is the president of ENR Asset Management, Inc., a Montreal-based investment management and consulting firm, specializing in global alternative, and traditional asset management. Mr. Roseman is the investment director of The Sovereign Society, a leading international publication focusing on global investments, asset protection, and international tax planning. He also serves as an investment advisor to several non-Canadian mutual fund companies, including the ENR Bullet Funds domiciled in Liechtenstein, three European private banks, two European insurance companies, and a Bermuda-based multi-manager fund. Mr. Roseman also provides discretionary asset management services to high-net-worth individual investors in the US, Europe, Latin America, and Japan. Since 1995, he has served on the Board of Investment Advisors for Agora's Oxford Club, America's largest investment publisher. In 2002, Mr. Roseman became editor of The Commodity Trend Alert (CTA), a weekly e-mail advisory investment service that focuses on global commodity-linked securities. In 2009, he also assumed the role of editor for Accelerated Income, a weekly advisory focusing on distressed debt securities. Mr. Roseman is a regular contributing editor to the Oxford Club Communique; his monthly commentary and investment recommendations include value-based Canadian investments. He is a regular speaker on television in Canada, writes columns for the Canadian MoneySaver, Canada's larg
SPEAKER Stephenson, John John Stephenson is the founder and chief executive officer of Stephenson & Company Capital Management, a long/short hedge fund firm focused on North American equities. He has been recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers five years in a row (2009-2013). He is the author of The Little Book of Commodity Investing and writes a free bi-weekly investment newsletter, Strategic Investor, which reaches a global audience of more than 50,000. (www.StephensonFiles.com).
WEBCAST Fast Money: Five High Income & Growth Stocks That Outperform Bonds and Annuities Studies show that the first year of a new president could be big trouble for investors. Dr. Mark Skousen will show you how best to protect your portfolio in this uncertain environment through quality companies that pay rising dividends.
TOP PROS' TOP PICKS Prudential: Cheapest in Sector The over-65 population is growing three times faster than the 20-to-65 population in the US, Europe, and China, observes J. Royden Ward, editor of Cabot Benjamin Graham Value Investor.