We are all caught up in the daily routines of serving our clients and running our practices. Martin Lowenthal, MS (Investment Mgmt), CLU, ChFC, CLTC gives us an opportunity to "step back" and remember the eternal verities of financial counseling:
- The tradeoff between consuming "today" and saving for "tomorrow."
- The tradeoffs between "risk" and "reward" in setting our investment strategies.
- The certainties of aging, death, taxes and inflation.
This program is particularly important to practitioners with high-income clients approaching middle age. These clients need financial counselling whether they make $150,000 or $1.5 million each year.
What You Will Learn
Some of the topics covered by Martin Lowenthal follow:
(1) Protect what you have even as you plan for tomorrow.
(2) Set aside something for tomorrow regardless of today's income.
(3) Adopt a realistic investment strategy that reflects your personal risk/reward tradeoff. This is more important than what you invest in.
(4) "Buy and hold" is often a better investment strategy than "buy low/sell high." Ask Warren Buffet!
(5) The four biggest retirement risks are longevity, health care costs, inflation and taxation.
After retirement, the after-tax income your assets can produce is more important than the dollar value of your assets.
About the Speaker
Martin Lowenthal is an entertaining speaker who knows how to engage an audience.
Click here for Martin's Web biography. Martin Lowenthal will be introduced by Morris N. Robinson who is President of the New England Chapter of the American Academy of Attorney-CPAs. Click here for Morris' Web biography.