Client Events
Meet the AdviceOne Fund Selection Team
Topics Include:
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Building a portfolio
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How does the Investment Team work?
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Stock and bond portfolio review
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New fund selection: A Case Study
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Fund analysis and screening
State of the Market Discussions
Topics Include:
- Themes from previous State of the Market
- Current trends in economy
- AdviceOne's current portfolio in equities and fixed income
- Data on where we stand in the current business cycle
- Interest rates, P/E ratios for each segment of domestic market
Pre- and Post-Retirement Strategies
Pre-Retirement Strategies Topics include:
- All strategies regarding your current 401(k)
- Determine pension decisions
- Backdoor Roth IRA/Backdoor Roth 401(k)
- The actual retirement decision
- Formalize future-based NUA strategy
Post-Retirement Strategies Topics include:
- Formalize your plan for Social Security decisions
- The true cost of not spending
- Plan in advance for the next market crash
- Qualified charitable distributions
- When to cancel life insurance and/or Long Term Care insurance
Fundamentals of Investing
Fundamentals of Investing Topics include:
- What is a stock?
- What is a dividend?
- The difference between value and growth
- Large Cap, mid cap, and small cap companies
- What is a bond?
- Types of qualified plans
- What is an IRA vs. Roth IRA?
- Non-qualified plans
- Capital gain
- Diversification
Estate Planning Essentials and Aging Parents
Topics Include:
- How trusts work
- Avoiding probate
- Revocable vs. irrevocable
- Avoiding estate tax
- QTIP trusts for blended families
- Charitable gifting
- Charitable remainder trusts
- Education funding for grandchildren
- Life and finances after a spouse’s death
- Importance of an elder law attorney
- Reverse mortgage basics
- Implications with how assets are passed
Medicare
Topics Include:
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When, where and how to apply
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What to do if you are still working
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Understanding traditional Medicare
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How Medigap plans work
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Do you have to enroll in Part D?
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What are the costs?