Are you nearly 50 years old or better? This real-world presentation is organized to provide direction on how to get control over the management and oversight of your retirement assets.
No worn-out generalities or out-dated advice. Instead you will be instructed on two important themes:
1: how to differentiate between your assumptions about the future and what you actually do know, can know, and therefore control, 2: how to apply an ‘adaptive’ investment strategy that takes into account long-term secular and short-term cyclical market trends and their potential effects on your stock and bond returns during retirement.
Made possible with funding from the Investor Protection Trust in Washington D.C., through the Michigan Office of Financial and Insurance Regulation, all Investor Education In Your Community courses are non-commercial, free from sales pitches, and available to you through your library – at no cost. Developed and presented by Mark B. Robinson, CIMA®, AIFA® – an unparalleled and dynamic speaker who has instructed over 17,000 Michigan residents – you will receive quality information from a trusted source, without the worry that someone will try to ‘sell’ you something. It gets no better than this! Additional resources from MSU Extension, MESP, and GreenPath Debt Solutions will be available onsite.