This presentation addresses the individuals need for a retirement plan, appropriate levels of risk and return, and appropriate types of investments for retirement plans. Also included are exercises to help individuals determine the size of the retirement nest egg they will need, as well as the contributions necessary to reach their retirement goals. This seminar provides the basic framework for achieving investment goals through the wealth creation process. Attendees will learn the differences between risk and safety , and how to factor appropriate levels of each into the wealth creation process. Techniques discussed include choice of investment, compounding principles, minimizing taxes and expenses, and investment time horizons.
Historical evidence is used to separate investment fact from investment fiction.
Participants will gain an understanding of the skills and discipline necessary to create long term wealth. This seminar compares the various hybrids of financial professional, from mutual funds to brokers, financial planners to investment advisors. Each professional's cost, objectivity, profit motive, training, and accountability is compared and contrasted to help investors choose the best fit for their situation. Mergers, acquisitions and consolidations are making career changes inevitable and difficult to navigate. Find out how to make the most of your skills and accomplishments and attain your goals.