Client Events

Topics Include:

• Building a portfolio
• How does the Investment Team work?
• Stock and bond portfolio review
• New fund selection: A Case Study
• Fund analysis and screening

Topics Include:

• Themes from previous State of the Market
• Current trends in economy
• AdviceOne's current portfolio in equities and fixed income
• Data on where we stand in the current business cycle
• Interest rates, P/E ratios for each segment of domestic market

Pre-Retirement Strategies Topics include:

• All strategies regarding your current 401(k)
• Determine pension decisions
• Backdoor Roth IRA/Backdoor Roth 401(k)
• The actual retirement decision
• Formalize future-based NUA strategy      

Post-Retirement Strategies Topics include:

• Formalize your plan for Social Security decisions
• The true cost of not spending
• Plan in advance for the next market crash
• Qualified charitable distributions
• When to cancel life insurance and/or Long Term Care insurance

Fundamentals of Investing Topics include:

• What is a stock?
• What is a dividend?
• The difference between value and growth
• Large Cap, mid cap, and small cap companies
• What is a bond?
• Types of qualified plans
• What is an IRA vs. Roth IRA?
• Non-qualified plans
• Capital gain
• Diversification

Topics Include:

• How trusts work
• Avoiding probate
• Revocable vs. irrevocable
• Avoiding estate tax
• QTIP trusts for blended families
• Charitable gifting
• Charitable remainder trusts
• Education funding for grandchildren
• Life and finances after a spouse’s death
• Importance of an elder law attorney
• Reverse mortgage basics
• Implications with how assets are passed

Topics Include:

• When, where and how to apply
• What to do if you are still working
• Understanding traditional Medicare
• How Medigap plans work
• Do you have to enroll in Part D?
• What are the costs?