Wednesday, October 22, 2014
Reasons a Retiree’s Portfolio Loses Money with Kenneth Sanchez
Monday November 17th 7:00 p.m.
How often are a retiree’s investments held without adequate analysis and attention to detail? When we are working, we’re too busy and when we retire, is it too late? According to Morningstar, “your investment portfolio requires regular reviews... You need to supervise it, just as your manager supervises you, to make sure it stays on track.”* - are your investments performing according to goals and expectations? Is a yearly analysis sufficient? The focus of this informational session will be to understand the foundation of proper analysis and how to remain mindful of the current economic impact on an individual’s finances. Learn how to avoid the most over looked mistakes and strategies which can strengthen financial results and peace of mind.
Presenter KENNETH A. SANCHEZ is Vice President of Floe Financial Partners has worked in the financial advisory industry for 20 years. Kenneth is a frequent speaker for a number of the largest non-profit organizations in Southern California on such topics as financial planning and strategic investment management.