tuition: $29 for members / $59 for non-members
No CE awarded for this workshop
What is Wealth Management?
* dissecting the equation
investment consulting PLUS
What is Investment Management?
* the core-satellite platform
* the passive and active strategies
* value vs growth—the differences?
* socially conscious investing
* donor advised funds vs private foundations
* tax advantages
* mission alignment with your portfolio
* developing a cash flow-based plan to assess your financial future
* where you are TODAY, where you want to be in RETIREMENT, and the plan to get there
* the importance of an investment policy statement
* major mistake pre-retirees make
* long term care insurance
* developing a balanced portfolio – managing RISK and RETURN
Peter Klein, CFA, CRPS, CAP
Managing Director, Partner, Klein Wealth Management