Financial Planning for the Big Picture
Saturday, December 30, 2017
8CREDITSBusiness 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