This course will provide insight into the importance of investment portfolio design to build wealth within the context of a comprehensive financial plan. An overview of qualified and non-qualified investments account types will be provided, with a discussion on tax efficient investing, as well as portfolio design and alternative investment strategies. A comprehensive hypothetical financial plan will be reviewed to help understand additional considerations that need to be addressed in the planning process to promote success.
Learning Objectives:
At the conclusion of this presentation, participants should be able to:
Review qualified and non-qualified investment accounts available to create wealth.
Understand the importance of portfolio design, alternative investment strategies, goal-setting and
following a well-designed process to reach financial independence.
Discuss tax efficiency when it comes to investment portfolio placement.
Examine risk adjusted portfolio design and the importance of stress testing.