Announcing three learning opportunities from a 36 year CFP! Available through Community College of Allegheny County, Spring 2020! Hit the live links to enroll through CCAC, and I hope to see you there!
Crack Open Your Nest Egg -Distribution Phase |
| $49.00 (1 section available) |
| If you’re retired, or in the “Red Zone,” ten years or less away from retirement, it’s time to shift gears. An aging bull market can abruptly wreck your dreams. Protect yourself! A 36-year CFP will teach you how to stabilize your Distribution Phase , preserving wealth, protecting growth, establishing income you can’t outlive and creating lasting legacies. |
Get a Jump on Bldg Nest Egg – Accumulation Phase |
| $49.00 (1 section available) |
| If you’re ten or more years away from retirement, you have time to build significant retirement wealth. Stop squandering your Accumulation Phase , your paycheck years. A 36-year CFP will teach you how to build an age-driven growth plan, using inexpensive passive investments in your objectives-based, asset allocation portfolio. |
Winning by Not Losing |
| $39.00 (2 sections available) |
| Retired investors are sitting on a ticking time bomb: an 11-year old Bull Market. We’ve enjoyed record growth, but coming corrections necessitate a “risk off” portfolio. A 36-year CFP will teach retirees and “red zoners” how to strip the risk of principal loss from their portfolio while repositioning assets to maintain growth and generate income. |
