RETIREMENT - Special Interest Group


Pot-of-Gold

The Special Interest Group focusing on planning how to retire, live your life style, and not run out of money before you run out of time, offers this archieve of presentations and references for your education...enjoy.

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  • "WHAT IS AN ANNUITY?" presentation by Evan Press at the November 7, 2015 Retirement SIG. Just what is an annuity? How many kinds are there? How do I choose? Is an annuity right for me?

  • "SOCIAL SECURITY" presentation by Evan Press at the September 2015 Retirement SIG. Fidelity's excellent PowerPoint giving you all you need to know about Social Security.

  • "INVESTING LIKE CRAZY" presentation by Evan Press at the July 11, 2015 Retirement SIG. What does it take to be a successful investor? Evan gives an astute approach to how and why you, too, can make good investment decisions.

  • "DIVIDEND-PAYING LARGE CAP ETFs" presentation by Evan Press at the September 6, 2014 Retirement SIG. How do they compare to the S&P 500? How do they differ among themselves? Do those differences matter? How do I use them in my portfolio? Some of the answers might surprise you?

  • "WHAT IS A PROFESSIONAL FIDUCIARY?" presentation by Suzanne Bassani at the September 6, 2014 Retirement SIG. Working with a Fiduciary. Why might I need one? What can a Professional Fiduciary do, that my brother-in-law can't do?

  • "VARIABLE ANNUITIES - JULY 12, 2014" presentation by Evan Press at the Retirement SIG. What is a variable annuity, how they work, the benefits, risks and the cost. Showing three case studies to see how different variable annuities may help fulfill different financial goals. SPEAKER NOTES

  • "ANTICIPATING THE COSTS OF ASSISTED LIVING" presentation on March 1, 2014 by Brian Iinuma at the Retirement SIG. How do you analyze the factors involved in Assisted Living?

  • "RISK TOLERANCE TO ASSET ALLOCATION" presentation on March 1, 2014 by Evan Press at the Retirement SIG. How should you determine your optimum asset allocation?

  • "FINANCIAL RISK" presentation on January 4, 2014 by Evan Press at the Retirement SIG. Risk may not be just what you think it is!