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Did Your Plans For Retirement “Catch” the Coronavirus too?

August 18 - August 20

During these volatile times, we all could use some additional “sound” advice on how to create a financial plan to mitigate risk in your portfolio…or even do a better job with what we already have.

KEELER THOMAS MANAGEMENT NOW GIVES AN ONLINE OPTION TO ATTEND THIS TIMELY AND VALUABLE WORKSHOP.

Actionable information and strategies included in this 30-minute, fast-paced workshop include:

  • Are You Missing the Top Performing Days in the Market? How missing the top performing days of the stock market can harm your returns

  • Can You Buy Stocks at a Lower Average Cost? How to buy more of your investment dollars when the prices are lower

  • Managing Risk? Helpful ways to manage risk when in retirement

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    The FOUR Critical Concerns for achieving financial success in retirement

  • Simple tools for calculating:

    o   Actual after-tax yield of investment returns

    o   How to calculate future inflation

  • What About Market Volatility? Sound steps for investing in volatile markets

  • Retirement cost traps to beware

  • Case studies that illustrate smart strategies

Our Special Offer for You For Attending the Workshop…

With all that’s going on in the financial markets, it could be time for another set of eyes to look over your plans for retirement and give it a “health check-up”….

Our Complimentary KTM retirement check-up program includes two personalized reports…the Retirement Gap Analysis™ and Social Security Strategy Blueprint™.  These two reports can give a very good idea of where you stand in preparation for retirement…especially after the recent volatility in the investment markets.

Details

Start:
August 18
End:
August 20

Venue

Online Webinar
1327 S 800 E STE 100
Orem, UT 84097
Phone:
8012260800

Organizer

Keeler Thomas Management
Phone:
8012260800
Email:
contact@keelerthomas.com
Website:
keelerthomas.com