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Instructor
Mark Smith
Instructor
As with any sailing voyage, a seasoned captain needs to be prepared for unknown variables, such as weather conditions, unpredictable ocean bottoms, and other unexpected encounters. Similarly, individuals should take the same precautions in order to assure themselves of a secure retirement voyage. This full day presentation will encompass the must know steps to live out your life with financial peace of mind.
To be better prepared for addressing all of the various issues around retirement planning
* How to forecast what your financial needs will be (calculate your retirement number)
* How to stress test these forecasts to improve the probability of success
* How to create an investment portfolio (vessel) that will survive the various market conditions one must anticipate throughout retirement
* How to reduce the investment return drag associated with high investment management fees as well as income taxes
* How to understand market volatility and its effect on your emotions in order to minimize the irrational behavior proven by many investors and retirees
7887 E Belleview Ave Suite 200, Englewood, Denver County, Colorado 80111-6016
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