Conservative Retirement Planning: CBDNC0123

Event Phone: 919-726-3946

Price Qty
Attendee + Workbook

This ticket is required and must be purchased.

$29.00 (USD)  / bundle 
Guest + Extra Workbook $9.00 (USD)  
Guest and no Extra Workbook $0.00 (USD)  

  • January 23, 2019 - January 30, 2019
    6:30 pm - 8:30 pm

Instructor

  • Brian DeBruin
    A graduate of NC State University, Brian began his financial services career in 1996 with LTC Global, a national health insurance agency specializing in long-term care solutions. In 2003, he acquired his securities license and accepted a position as a regional vice-president within a Guardian Life agency. After more than a decade in the role...

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

This is not a financial seminar; this is a financial course of study where you will leave with the knowl­edge and confidence to make financial decisions suited to your level of risk and in-line with the goals and objectives you establish.

 

Wednesday Class Series
January 23rd & 30th
6:30pm-8:30pm

(McKimmon Center)

Venue:  

Address:
1101 Gorman St, Raleigh, North Carolina, 27606, United States

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