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, Dec 04 | 7:00AM to 11:00PM |
Tue, Dec 05 | 7:00AM to 11:00PM |
Wed, Dec 06 | 7:00AM to 11:00PM |
Thu, Dec 07 | 7:00AM to 11:00PM |
Fri, Dec 08 | 7:00AM to 10:00PM |
Sat, Dec 09 | 7:00AM to 8:00PM |
Sun, Dec 10 | 10:00AM to 11:00PM |