Financial Planning Workshops

Financial Planning Workshop

Fred Smith, registered investment advisor, offers a full lineup of courses annually in the Financial Planning Meetup group. These Zoom meetings feature presentations on specific financial planning topics, followed by informal discussions, time permitting, across the full spectrum. We meet at 6:30pm on the second Wednesday every month except July and August.

2020/2021 Financial Planning Workshop Topics and Schedule!

September 9, 2020: Financial Planning, The Big Picture
The Big Picture:
Five pillars, Life-cycle planning, Professional help?
Download slides here.
October 14, 2020: Investing I
Investing I:
Modern Portfolio Theory, Building a diversified portfolio
Download slides here.
November 11, 2020: Investing II
Investing II:
Efficient Market Hypothesis; Can you beat the market? Download slides here.
December 9, 2020: Taxes

Taxes:
January 13, 2021: Retirement Planning I
Retirement Planning I: Accumulation/Distribution phases, Tax-advantaged plans, RMDs Download slides here.
February 10, 2021: Retirement Planning II
Retirement Planning II
Safe withdrawal rates, Bengen’s 4% rule, Bucket strategies Download slides here.
March 10, 2021: Risk Management / Insurance
Risk Management/Insurance
Train wrecks; Annuities, Long-term care, Litigation
April 14, 2021: Social Security and Medicare
Social Security and Medicare
Full retirement age, Early/late retirement strategies, Medicare traps
May 12, 2021: Estate Planning
Estate Planning
Wills/Trusts, Probate, Duties of an executor/trustee, Philanthropy
June 9, 2021: Wrap-up Case Study
Wrap-up Case Study Reviewing previous material

Archives: Previous Financial Planning Workshops