This two-part retirement workshop will provide the basis for you to complete a financial health self-assessment. Topics include:
- Investment strategies to generate risk adjusted returns in unstable markets and take advantage of high-growth cyclical sectors
- Protecting your capital; and legally minimizing your taxes before and during retirement
- Dealing with lump sums of money
- Contingency plans to protect your nest egg
- Planning for aging & illness for you and family members
Part 1:
Part 2:
