Retired or thinking of retirement? We invite you to learn how the sequence and timing of investment returns will impact you in your retirement planning. This lunch-and-learn style event will highlight important factors that investors should consider and strategies to help you plan for market volatility.
Tyler Schelhaas, principal at Vector Wealth Management, and Jason Ranallo, director of portfolio management, will demonstrate several sequence-of-returns scenarios using Sojourn, Vector’s proprietary application for retirement planning and building investment policies.
Thursday, September 27, 2018 from 12:00 PM to 1:15 PM (CDT)
Lunch and soft drinks will be provided.
Parking vouchers will be available for attendees parking at:
Riverplace Parking Ramp
30 2nd Street SE
Minneapolis, MN 55414
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Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.