SDAGD: Investing 101 – Getting Started on Portfolio Success, You Can’t Help But Get Rich

Now is the time to add to your investing knowledge to get you comfortably to retirement. Attendees will be provided with the successful latticework of traits required to maximize their financial potential with the least amount of risk. Guidance and direction will be provided that can be immediately put to work to improve an attendee’s financial long-term well-being.

Objectives:

• (With a heavy emphasis on) Where to hold investments for a time-proven winning strategy at the lowest cost with maximum tax avoidance and minimal required investor time. This strategy is, in itself, worth your time and money to attend this course!
• If you should self-manage your funds and financial plan or hire an advisor
• Other topics covered include: Behavioral temperament required for peace-of-mind long-term portfolio success, Practice Overhead, Insurances, Tax Considerations, Savings Rates & Age Benchmarks of Savings.
• Amount of portfolio savings required for retirement & safe portfolio withdrawal rates. Willing, Preservation and Family Wealth Transfer.

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