Financial Planning for the Big Picture

  • Thursday, December 21, 2017

    11:00am – 7:00pm
  • 8
    Business Law, Economics, Finance, Personal Development, Specialized Knowledge and Application, Taxes

This workshop includes:

Protection against disaster first.

Then overview of historical financial/retirement planning.  

Calculating your personal retirement need.

Risks and rewards of investing in securities post-2008. 

REITS, annuities, precious metals and other investment possibilities. 

Some focus will be placed upon non-financial areas connected to everyone's successful retirement - e.g, philanthropy, and activities.


*To protect assets in case of another "financial deleveraging event"

*To help professionals invest for a successful retirement


*A four box model of the Big Picture of financial/retirement planning, including misconceptions about financial/retirement planning, and a brief retirement plan calculation with references.

*Physical issues including health concerns, and a health bibliography.

*The legal world of 401ks, the Pension Protection Act, and the new DOL rules for fiduciaries.

*Investing in securities, including symptoms of Bull and Bear markets, investing for income, Daniel Amerman's "Flaws in Conventional Financial Planning," Closed end mutual funds and ETFs. 

*Real Estate overview including REIT investing.

*Annuities - risks and rewards for a portfolio.

*Dollar creation by the FED, and risks to the Dollar today.

*Future problems & issues as seen by Jim Willie

*The compelling need for gold and silver in a portfolio today.  Analyzing and investing in gold and silver coins, as well as mining companies.

*Elder issues involving philanthropy and death planning.

*Conclusion and retirement bibliography

Additional Information

Designed For

Legal and accounting and banking professionals who are advising clients about retirement investing, or involved in managing their firm's assets.



Advanced Preparation




Field of Study

Business Law, Economics, Finance, Personal Development, Specialized Knowledge and Application, Taxes

Course Number


Level of Knowledge


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