Epic Success Or Critical Fail: Which Is Your Financial Plan?
Summary:
These are more advanced financial topics, for those with more financial savvy. Come pick the brain and get some financial education!
Description:
Roll a d20: Pick a topic (Or we can do a roll off, if folks have something in particular they want to discuss) 1: Long Term Care Asset-Based vs Traditional; 2: Passive Income Generators; 3: Personal Pensions; 4: Downside Protection; 5: Legacy Plays; 6: Incorporating Trusts; 7: Roth Conversions; 8: Mega-Back Door Roth; 9: 529 vs IUL; 10: Infinite Banking; 11: Buy/Sell Agreements (Business Owners); 12: Golden Handcuffs (Business Owners); 13: Cash Balance Pension Plans (Business Owners); 14: Business Owner Executive Services (Business Owners); 15: Socially Responsible Investing (SRI/ESG); 16: RILAs ;17: Gap DI; 18: 72(t)/72(q) SEPP (2022-6); 19: QCDs; 20: CRITs/CRATs. This is intended to be a open forum for discussion, with more advanced financial topics. Normally this would cost big bucks, but I've been coming to GenCon for decades, and I might as well educate folks.
Mental Roadblocks: How Your Brain Can Keep You from Making Wise Financial Decisions
Summary:
We'll explore ways that retailers can overcome Five Roadblocks in their businesses: Anchoring, Inertia, Present Bias, Loss Aversion, and Blind Spots to help them make more money, and keep more money!
Description:
We'll explore ways that retailers can make more money, and keep more money!
Learn to overcome some common geek themes: The Curse of Knowledge; Too Smart for my Own Good; Too Clever by Half.
However, many of us have not been able to transform those lessons of overcoming mental roadblocks in our personal lives, ESPECIALLY when it comes to personal finances. Everyone deserves the opportunity to build a secure and comfortable financial future. However, it turns out that its actually a pretty tough thing to do. It seems our mind keeps getting in the way.
But what if you better understood these mental roadblocks? What would you be able to do with this new knowledge? More to the present, where would you even begin? As our Saturday morning cartoon hero says, Knowing is half the battle.
Networking: Using Outside Professionals To Expand Your Reach
Summary:
Learn how to connect your clients to professional services they may need, build a real feeling of community, and market your store through joint sponsored events.
Description:
Gamers run into three main issues, impacting Game Store Owners (GSOs): Not enough money to buy games they want? Not enough time to play the games they have? Too worried about work/budget/cash flow to enjoy the games they do play.
Libraries and educators also want to increase traffic, and connect more with their community.
With the "Rise of Geekdom", many gamers are career-minded individuals that want to slay the occasional dragon. There are people in your community who want to meet these people, help them reach their goals, and share the same interests.
Jeff Riegle is an independent financial adviser, backed by Waddell & Reed. As avid gamer, Jeff wants to help GSOs, Libraries, and Educators learn how to reach out, qualify, and harness these community members and their services.