During this session, Chris Rios, a CERTIFIED FINANCIAL PLANNER™, will share and review the key components that have help those of all ages reach financial independence. You will learn about:
• Risk management to protect the accumulation of your assets.
• Debt management strategies.
• Cash flow & Income strategies to help reach your retirement goals.
• Saving/investing vs paying down debt.
• The fundamentals of asset management and investment strategy depending on your proximity to retirement.
• Social Security and Medicare Basics to consider.
• How one transitions out of the wealth accumulation phase into a distribution strategy. As we enter retirement we no longer have employment income, and begin spending down the assets we’ve saved. How does one navigate this life change from an investment strategy standpoint to outlive their money.
Mon, May 05 | 7:00AM to 11:00PM |
Tue, May 06 | 7:00AM to 11:00PM |
Wed, May 07 | 7:00AM to 11:00PM |
Thu, May 08 | 7:00AM to 11:00PM |
Fri, May 09 | 7:00AM to 10:00PM |
Sat, May 10 | 7:00AM to 8:00PM |
Sun, May 11 | 10:00AM to 11:00PM |