FINANCIAL FITNESS IN A POST PANDEMIC WORLD

This workshop will discuss financial planning, asset allocation and investing in a post pandemic world. Also to be discussed are forth coming and proposed changes affecting retirement plans, estate planning and trusts.

TOPICS TO BE DISCUSSED:

• Income investing in a low interest rate world, and the role of bonds.

• Your investment philosophy & why it matters.

• Dividends in your portfolio.

• How to effectively battle inflation, is gold the answer?

• The Secure Act and your retirement accounts.

• Estate planning, what you need to know now.