Financing Your Long Life

Presented by
Frank Armstrong, III

Terrified about retirement? Stop losing sleep, and take action. Frank Armstrong III, the founder and principal of Investor Solutions, Inc, a fee-only registered investment advisor, will give you specific, step-by-step plans you can use to save your retirement. Forget “one-size-fits-all” solutions that don’t fit your life. In his Live to 100 presentation, Frank will provide you with personal plans focused on your unique situation—whether you’re 5, 10, 15 or 20-plus years away from retirement or are scheduled to retire now. He’ll even give those who’ve already retired—and want to make sure their money lasts—a detailed plan.

Frank has a refreshingly positive approach. No matter what the 2008-09 market meltdown did to your portfolio, or how little you've saved, he will show you how to start rescuing your retirement, starting today!

You’ll get specific guidance on:

• Where to move your savings
• How to recalculate what you’ll really need to retire
• How to assess when you can retire and if you should consider working past “retirement age”
• How to change your approach to investing
• How to use the federal tax system to save more
• What to expect from Social Security

Frank Armstrong has more than 35 years' experience in the securities and financial services industry. He holds a B.A. in Economics from the University of Virginia, and designations as Chartered Life Underwriter (CLU), Accredited Investment Fiduciary Analyst (AIFA) and a Certified Financial Planner (CFP) ™.

In 1993 he founded Investor Solutions, Inc. to provide investors with fiduciary level objective advice and leading edge investment management. The company serves individuals, trusts, pensions, not for profit organizations and one foreign government. Currently the firm has discretion or advises assets approaching $400 million.

The Informed Investor, Frank’s bestselling book, was cited by Business Week as one of the best investment books of 2002. His initial publication, Investment Strategies for the 21st Century, was one of the first books ever published and serialized on the Internet in multiple languages. The Retirement Challenge: Will You Sink or Swim was published in January 2009 to rave reviews. Save Your Retirement was released in May 2009.

Barron’s named Frank one of the top 100 independent financial advisors in 2007 and again in 2008. He was a featured columnist on Morningstar.com for years and is a frequent contributor to The CPA Journal and Physicians Financial News. He has appeared on "CNN Headline News", "Your Money with Stewart Varney", "PBS Morning Business Report", and Net Financial News. He’s also been featured on numerous radio shows including CNBC, Money Life with Chuck Jaffee, and public radio stations. Frank is widely quoted in the media and lectures nationwide on principles of investment management.

A Vietnam veteran and former Air Force pilot and instructor, Frank flew 250 combat missions in Southeast Asia. He currently lives in Coconut Grove, Florida with his wife, Gabriele, and enjoys boating, deep sea fishing, scuba diving, windsurfing, reading and travel.