Webinar

Financial Fitness Forever - Five Steps to More Money, Less Risk and More Peace of Mind

Join Paul and learn 5 simple steps that can easily double or triple what you and your clients will have to spend in retirement or leave to children and charities.  Paul  identifies the most profitable  equity asset classes,  helps determine how much of a portfolio should be in bonds, how to select the very best performing mutual funds and figure out how to maximize  income in retirement while protecting your nest egg.  Paul will show parents and grandparents how to turn $1 a day into a $10 to $50 million retirement for their children and/or grandchildren. Presentation includes his favorite mutual funds and ETFs at Vanguard, Fidelity and Schwab.  For target date fund investors, he will show how to double long term returns with one simple move.  Paul’s goal is to help you improve your 401k choices so that you and your staff can build a more secure retirement.

Objectives

*How to select the best equity investments

*How much in stocks and bonds

*How to select the best performing mutual funds

* How to take money out of investments in retirement

*How to leave a legacy to your children/grandchildren

Highlights

*Learn 5 simple steps that can easily double or triple what you and your clients will have to spend in retirement or leave to children and charities. 

Additional Information

Designed For

All CPAs

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Finance

Course Number

171420151

Level of Knowledge

Basic

Add to Cart

View All Courses