Managing an investment portfolio is a challenge. Recent market cycles have tested many investors' commitment to their long-term investment plans. Understand that while volatility cannot be eliminated, it can potentially be reduced.

Topics covered:

1. Don't abandon your plan
2. Review your risk tolerance and allocate appropriately
3. Implement a Risk Management Strategy
4. Ensure your investments are diversified
5. Rebalance periodically or as needed
6. Consider Defensive Assets not exposed to Market Risk

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This is an education event only. There will not be anything for sale during or after the presentation.

FUTURE WEBINAR EVENTS:

Estate Planning: Thursday 10/15/2020 1:30 or 6:30

Don't Worry, Retire Happy: Thursday 10/22/2020 1:30 or 6:30

Taxes in Retirement: Thursday 10/29/2020 1:30 or 6:30