Investing For Retirees in Perilous Times, September, 2019, NAFR Ottawa

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Dear readers,

Attached are the PowerPoint slides for my latest Investing For Retirees Seminar, being held in Ottawa September 4 and 11, 2019.

Unfortunately, all 130 seats are sold out, but these slides will give you a good overview of my approach, which can be summed up as:

Minimize Fees

Optimize Taxes

Diversify broadly

FTD in short.

In these perilous times, a well thought out asset allocation strategy is crucial. I hope that these presentations help you to develop your personal investing approach that will see you through what promises to be a volatile next several years. Just think how boring life would be without Donald Trump !

To participate in the next seminar, please become a member of the National Association of Federal Retirees, Ottawa Branch.

Please see the PP slides here:

InvSem Day1 Sept 2019 No video

InvSem Day2 Sept 2019 No video

 

 

 

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