Tag Archives: Webinar

The 5 Myths of Diversification

5-Myths Of Diversification

Warning: You’ve Been Sold A Bill Of Goods

They tell us that diversification is a ‘free lunch…’ a way to effectively manage risk.

But is it?

NO!

  • Diversification is just a pacifier for your concerns.
  • Diversification is just an all-day sucker to provide a false sense of comfort.

Do you know how the financial industry’s definition of diversification can destroy your wealth?

In our next webinar on August 17, Certified Financial Planner Richard Rosso and I will provide the The 5 Myths of Diversification That Can Destroy Your Wealth, including:

  • What diversification, post Great-Recession, really is, and how you can benefit from it;
  • How your portfolio may be a wolf in lamb’s clothing, and more dangerous than you think;
  • What you need to know now about real diversification to manage risk and lower fees;
  • Why your thinking about diversification differs from your broker’s, and why it can cost you thousands.

We’ll share this, and more, on”

  • WHEN: Wednesday, August 17th
  • TIME: 11:30am – 12:15pm
  • WHERE: At Your Desk

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

5 Strategies For A Successful Retirement

5-Strategies-Retirement-070816

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.

5 Strategies For A Successful Retirement 

This webinar covers the strategies and concepts you need to consider to have a secure and successful retirement.

Richard will take the time to walk you trough:

  1. How to avoid the dogma of old portfolio distribution rules.
  2. What investments should you avoid at all costs? We’ll tell you.
  3. Learn how to fine-tune your savings and spending strategies to wind up with more dollars down the road.
  4. Are your plans realistic or are you cruisin for a bruisin?
  5. Have you considered getting the most out of Social Security and tax-smart strategies to get the most out of your money in retirement?

This presentation could save you thousands of dollars in retirement and keep you from making critical mistakes with your money.


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

10 Questions To Ask Your Advisor

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.

5 Mistakes Your Advisor Makes

5-Mistakes-Advisors-Make

It’s no surprise that crashing oil prices are impacting the Houston economy and it is beginning to take its toll on people just like you. If you have recently been laid off, retired or have transitioned to another job, you have quite a few financial decisions that you need to make. And you are not alone.

The problem is that many financial advisors and planners , in a quest to get to sell you a product or service, make promises full of rosie and overly optimistic projections. The problem for you, is that those optimistic projections rarely work out and leave you in a financial jam at the time you need your money the most.

From using overly optimistic projections, not understanding the economic environment that we operate in today, and the impact of future returns on your retirement savings and more.  We will also cover what NOT to do when rolling over your 401k plan and the traps and pitfalls of using annuities in your planning.

These topics are all covered.


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