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Welcome to the Peaceful Wealth Radio Hour for Saturday, June 6, 2009.  In today’s show, R. Scott Maxwell, MBA and Wealth and Income Coach at Talis Advisors and Brent Everett, Chief Investment Officer at Talis Advisors:

1. Uncover 4 fundamental lessons learned from the GM bankruptcy filing this past week and how those lessons can protect investors from catastrophic loss and maximize their potential for long-term rewards
2. Help a caller discern the difference between a Registered Investment Advisor relationship and a typical broker or insurance agent’s advice, including the SEC resources all investors should use to help protect their best interests
3. Define the risks and expose the exaggerated claims of real estate pitchmen.  Identify 5 reasons why real estate is an outstanding component of a long-term investment plan and contrast the proper use of real estate within an elegantly designed portfolio to the hype and 5 flawed promises that define most real estate schemes
4. Expose a misleading annuity claim and help a caller understand how to create real retirement value and truly maximize a lifetime of  guaranteed income
5. Identify the 5 essential elements of a successful wealth transfer plan and 2 powerful wealth transfer strategies (with examples) designed to maximize the legacy investors leave to their heirs or favorite charities
6. Introduce the Society for Financial Awareness, a 501 (c)(3) non-profit educational speaker’s bureau dedicated to providing free financial literacy educational workshops to companies, government agencies and organizations throughout the country.  Scott Maxwell serves as President of the Dallas/Ft. Worth chapter of the Society for Financial Awareness (SOFA) and is committed to giving back to our local community.  Workshop presentation topics cover a range of important issues, including “Getting Fiscally Fit”,” College Planning”, “Women Approaching Retirement and Beyond”, “Investment Concerns in a Fragile Market” and “Financial Blunders and the Lessons We Never Seem to Learn.”  Listeners are encouraged to contact Scott to discuss how SOFA’s educational workshops help employers, HR professionals and leaders educate and empower their people

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