Investing 201: Advanced Wealth Management Strategies
Learn what institutions, foundations, and ultra high net worth individuals do differently than the average investor and discover what the professionals know about retirement income management. We will explain how to help maintain inflation-proof, dependable income throughout retirement, without significantly depleting retirement assets, and how to take advantage of alternative strategies that used to be reserved for only the very wealthy. Outline: Overview of asset classes and tax management strategies used by successful foundations, endowments, and high net worth investors. Review of which are available for the average investor and how to do so.
|Dates:||April 20, 2020|
|Number of Sessions:||1|
|Meets:||M : 6:00 PM - 7:30 PM|
|Location:||Rustin High School|
|Instructor:||Frederick Hubler, Jr., MBA, CWS|
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