1990 Main Street, Suite 750, Sarasota

Tuesday January 24, 2012 10:30 to 11:30 - Investing for Income

Tom Roberts, CFP®, discusses how to obtain income and avoid financial sharks. Optimizing income from your investments is very different from building your next egg.  When withdrawing income, managing investment and market risk is critical. We will discuss how to identify and plan for these risks.

There are a number of investment strategies and "products" to help you deal with these risks. We will discuss the pros and cons of the most common products and how to make wise choices.