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

downward graph

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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