Tuesday May 31, 2011 at 5:30 to 6:30 - Expectations in Retirement
Tom Roberts, CFP® discusses What Retirement Means Today and how you can prepare. Special guest Sue Ellen Addicott of Senior Moves (MySeniorMoves) on Easier Ways to Downsize.
12b-1 401k Annuities Beneficiary CDS Conversion Dow Jones ETF ETN Estate Planning Europe Greece IRA Investments PIIGS Retirement Retirement Income Roth IRA Taxes VIX bank bond cash flow cost crisis debt diversify financial planning insurance investment investments mutual funds portfolio retirement return risk stock strategy tax volatility
Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |