Using retirement plans to retire in your perfect location
Oct
23
1:00 PM13:00

Using retirement plans to retire in your perfect location

Robert J. Pyle, CFP®, CFA, AEP® will be presenting a retirement planning seminar whose informal title is “Using retirement plans to retire in your perfect location” on October 23, 2018 from 1-3pm to the Boulder Area Realtor Association (BARA) at 4790 Table Mesa Drive, Suite 200 in Boulder, CO. To register click here or copy the link http://bit.ly/BARASep2018

You will learn about retirement plans from IRA’s to 401(k)’s to Defined Benefit plans and everything in between. You will learn which plans offer flexible contributions and which plans offer the opportunity to accelerate your retirement savings during your maximum earning years. We will have information about the new tax act and how new the 199A deduction can enhance your tax savings.

You will feel better about retirement plans and be able to create a roadmap with the opportunities presented in the seminar to retire in your perfect location, location, location.

If you are a member of BARA we hope to see you there.

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Expert Speaker Series Breakfast Event at 7:45 am on Wednesday, Oct 3rd, 2018
Oct
3
7:45 AM07:45

Expert Speaker Series Breakfast Event at 7:45 am on Wednesday, Oct 3rd, 2018

  • Boulder JCC (Boulder Jewish Community Center) (map)
  • Google Calendar ICS

Diversified Asset Management, Inc. cordially invites you to our Expert Speaker Series Breakfast Event at 7:45 am on Wednesday, Oct 3rd, 2018 at the Boulder JCC (Boulder Jewish Community Center) 6007 Oreg Ave, Boulder, CO 80303. Please join us for a great breakfast and a very informative talk called Redefining Investment Advice by our phenomenal guest speaker Weston Wellington of Dimensional Fund Advisors. This event is limited to the first 26 people who register.

We will kick off the event with breakfast provided by A Spice of Life and then our informative talk from Weston Wellington of Dimensional Fund Advisors.

Redefining Investment Advice

Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.

Traditional investment approaches strive to beat the market by taking advantage of pricing “mistakes” and attempting to predict the future. Too often, this proves costly and futile. Predictions go awry and managers may hold the wrong securities at the wrong time, missing the strong returns markets can provide. Meanwhile, capitalist-based economies thrive—not because markets fail but because they succeed.

The futility of speculation is good news for the investor. It suggests that prices for public securities are fair and that portfolio structure, not mispricing, helps explain differences in
average returns. It also proposes that it may be possible to outperform markets, but not without balancing risks and costs against expected returns. Financial research identifies what we believe to be the sources of investment returns.

What is the science behind this research? Who developed it? How should it be put to use? Weston Wellington, a vice president at Dimensional Fund Advisors, explains why every investor needs to hear this story.

The event is designed to be fun and interactive. If you would like to attend the event, confirm your reservation by emailing us with your name(s) and the name(s) of your guest(s). There is no charge, but seating is limited to the first 26 who register. 

For more information or to confirm your reservation, please contact: Robert J. Pyle at (303) 440-2906 or emailing office@diversifiedassetmanagement.com

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