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.
|Financial Fitness Forever_Handout (3.17 MB)||Available after Purchase|
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
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