The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
Given developments in the global economy and markets, investors' confidence has been shaken. While the natural inclination is to be fearful in such volatile times, we will discuss opportunities in the midst of uncertainty. Our presentation will cover trends in portfolio management and planning opportunities to increase your net worth. Topics include:
Asset Allocation — Is diversification dead?
Market Timing — Does it pay to be tactical?
Retirement Planning — Maximizing savings for a successful retirement
Tax Planning — What can I do today in light of higher taxes tomorrow?
Estate Planning — Preparing for your loved ones and enhancing the value of your estate
Education Planning — Saving for the increasing cost of higher education
Learning Objectives:
Identify the benefits of portfolio diversification and investing for the long-term
Recognize the importance of saving for retirement (the power of compounding)
Evaluate opportunities for tax and estate planning as a means to enhance net worth
