Investors are concerned about the contentious political environment, chaos in the Middle East, continuing terrorist attacks, and stagnant global growth. Bill Frisco, wealth advisor and certified financial planner, will give us the very latest information on the risks in the stock, bond, energy, and real estate markets and highlight successful strategies for income and capital appreciation. He will review strategies to help us reduce risk and volatility in our investment portfolio. In addition, he will review the results of the November elections for the Presidency, the Senate and the House, and analyze the impact on taxes, the economy, and the Supreme Court. The seminar is for investors with limited financial knowledge, as well as more experienced investors who wish to sharpen their skills. The seminar is conducted in a question and answer format to facilitate the learning of key financial concepts and strategies. Appropriate portfolios for those in retirement and those planning for retirement will be detailed and analyzed. <span style="font-size: 12pt;"><a href="http://wih.org">www.wih.org</a></span><br /><br /><br /><br /><span style="text-decoration: underline;">dfdfdfdfdfdf</span></div>
We could potentially have significant generational changes in estate, income, and investment taxes that could impact your financial planning strategies. A Board Certified Estate Planning Attorney will discuss the most recent proposals and changes in the estate tax laws and highlight any estate tax issues that need to be addressed before year-end. A tax CPA will review critical year-end tax strategies and summarize the impact of proposed or new tax legislation. We will also learn of the impact of estate and tax planning issues on your investment strategies, review strategies to protect your bond portfolio should interest rates continue to rise, and discuss how to combine various asset classes to generate income and growth and minimize volatility in your investment portfolios. The course provides you with a thorough financial planning checkup, including: • Review of trust, wills, probate, and gifting strategies • Assessment of how much risk is in your bond portfolio if interest rates continue to rise and what to do about it • Discussion of retirement withdrawal strategies to maximize your withdrawals without depleting your assets • Analysis of tax strategies to minimize taxes and review of proposed or new tax laws • Presentation of ways to structure investment portfolios for income and growth including ways to control volatility (A limited enrollment class)
More than ever, investors are concerned with the high valuations in today’s stock and bond markets. William E. Frisco, Certified Financial Planner and Registered Investment Advisor, will examine the major areas of risk to your investment portfolios and show you investment strategies to minimize these risks. In this course, Mr. Frisco will examine how to manage investment risks, generate income for retirement, and diversify your growth portfolio to minimize volatility. Sustainable, responsible and impact investing that considers environmental, social and corporate governance criteria to generate competitive financial returns and positive societal impact will also be detailed. He will discuss the threat to your bond portfolio if the Federal Reserve continues to raise interest rates; political issues and how mid-term elections may impact the markets; and, the potential for a disruption in global trade as trade issues escalate. Mr. Frisco will also analyze new tax legislation and its impact on your investments. Topics will include: • How to determine what asset allocation is right for you; • Guidelines for withdrawal strategies in retirement to ensure you don’t deplete your assets; • And, how to generate competitive returns with sustainable, responsible, and impact investing.
In 2018, new estate and tax laws became effective. These can significantly impact your financial plans and retirement strategies. In this class, we will examine the impact of the new estate and tax laws on your investment strategies, discuss timely growth investments, and review strategies to protect your bond portfolios if interest rates were to rise. In addition, a Board Certified Estate Planning Attorney will discuss the new estate planning strategies to minimize your taxes and insure proper disposition of your assets. And, a Certified Public Accountant will review the new tax brackets and the possibility of losing some of your charitable, mortgage, and property tax deductions that could result in a higher tax liability and the need to explore new strategies.