Audio Files

Click the purple play button on any of the following to listen to the audio.

    Click the play button to begin the audio.
Estate Planning Seminar with guest speaker Blair Norman

Estate Planning

May 24, 2011

Rosenthal hosted an estate planning seminar with attorney Blair Norman of Norman & Norman, P.C.  Topics discussed included wills and trusts, powers of attorney, living wills, and more.

Tax Prep workshop for Rosenthal clients

Tax Preparation

February 19, 2009

Rosenthal hosted a Tax Preparation workshop with strategic business partner, Curt Osiek, CPA.  Topics discussed included tax changes for the new year.

Long Term Care

November 20, 2008

Rosenthal presented a long term care teleconference with Cathy Flanagan of LTC Financial Partners. Topics discussed included types of LTC and when to apply.

Social Security

September 4, 2008

Rosenthal hosted a Social Security workshop with guest speaker, Tom Clark, public affairs specialist at the Social Security Administration.  Topics discussed included when to file and Medicare.

Market Update

July 17, 2008

Rosenthal hosted a teleconference with Dr. David Kelly, chief market strategist with JP Morgan Funds.  Topics discussed included market volatility, interest rates, and the economic recession.

Medicare workshop with counselor from Area Agency on Aging Benefits

Medicare

October 2, 2006
Rosenthal hosted Tom Williamson, Area Agency on Aging Benefits counselor, at a Medicare workshop.  Topics discussed included the different parts to Medicare and what they cover.

Estate planning workshop hosted by Rosenthal

Estate Planning

July 10, 2006
Rosenthal hosted an estate planning workshop with strategic business partner, Blair Norman, Attorney At Law. Topics discussed included wills and trusts, powers of attorney, living wills, and more.

Medicare Prescription Drug Benefit interview with Burk Rosenthal on WBAP

Medicare Prescription Drug Benefit

November 7, 2005

Rosenthal hosted a Medicare Prescription Drug Benefit workshop with Shelia Cunningham, Center for Medicare and Medicaid Services representative.  Topics discussed included coverage types and enrollment.

Medicare Prescription Drug Benefit, WBAP

November 6, 2005

Burk Rosenthal's appearance on Newstalk 820, WBAP discussing Medicare Part D.  Topics discussed included coverage types and enrollment.

Social Security workshop for Rosenthal clients

Social Security

February 2, 2006

A Rosenthal client workshop hosted by Tom Clark, Social Security Administration Representative.  Topics discussed included when to file and Medicare.

ID Theft recording by FTC representative for Rosenthal clients

Identity Theft

July 11, 2005

A Rosenthal client workshop hosted by Luis Gallegos, Federal Trade Commission Representative.  Topics discussed included how to protect yourself and what to do if you have become a victim.

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Guest speakers and the entities listed have no affiliation with National Planning Corporation.

Rosenthal Retirement Planning, LP (817) 336-2000 - (214) 752-1000 - (800) 336-2553

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Securities and Advisory Services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.