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Webinar – June 2016 – 10 Questions To Ask Your Advisor

Written by admin | Jun, 15, 2016

Webinar-10 Questions

Are you getting close to OR have retired?

  • Recently had a job change?
  • Experienced a layoff?
  • Had an unexpected life event that has changed plans?

Those issues alone are enough to overwhelm most individuals, but combine that with:

  • A Weak Economic Environment
  • A Change In The Presidency
  • Extremely Overvalued and Extended Markets
  • Surging Debt Levels
  • And, Central Bankers Gone Wild…

Well, you get the idea….

Risk has risen markedly for something to derail your retirement plans – permanently.


The 10 Questions To Ask Your Advisor.

This webinar covers the questions you need to ask, and the answers you should be getting, to protect your investments at this critical juncture. 

Richard and I will take the time to walk you through these questions and the answers you should be getting such as:

  1. What is your sell discipline?

  2. What is your method for protecting my money for market downturns?

  3. How does my portfolio allocation match my goals (duration matching)?

  4. What is you plan for when your plan fails? 

  5. What are your portfolio return assumptions over the next 10 & 20 years as I head into retirement?

This presentation could save you thousands of dollars in retirement and keep you from making one of the most critical mistakes individuals make with their money.

If you would like to access this recorded webinar please click here.

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