Your Dream Retirement: YBRVW0513

  • May 13, 2017
    10:00 am - 12:00 pm

Instructor

  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This course provides a fundamental working knowledge of the principles of conservative investing through strategic allocation of assets and tactical money management with a view toward developing retirement income. The materials cover varied aspects of conservative investing, such as risk management issues, tactical management theory and models, impact of bear markets on retirement income, aspects of financial decisions, and more, while highlighting the ABC Investing Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation and tactical management models to help mitigate exposure to risk. This course also covers issues in income planning, how to find appropriate financial professional help, and principals sound financial decisions. It is not designed to give specific solutions to individual needs.

Saturday, May 13
9:00 am – 11:00 am

Venue:  

Address:
3094 Colonial Avenue, #N-101, Roanoke, Virginia, 24015, United States

Comments are closed.