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Asset Allocation and Modern Portfolio Theory – Part 3 of the Financial Awareness Series

January 24, 2022 @ 7:30 pm - 8:30 pm

REGISTER HERE in advance for the zoom link to join the discussion on Asset Allocation and Modern Portfolio Theory.
The Putnam County Libraries and the Field Library have teamed up again! This time, to bring you a series on Financial Awareness. You are sure to enjoy Mark Lange, a knowledgeable and entertaining speaker from the Society for Financial Awareness (SOFA). Please join us with questions you may already have!
The first four workshops are the core curriculum. with another set of four workshops to follow.
Recording of talk #1 Social Security Explained
Recording of talk #2 Strategies for a Sustainable Income
JANUARY 24TH at 7:30
The Third Workshop will focus on Asset Allocation and Modern Portfolio Theory
– Common Investment mistakes
– Investment risks
– What is Asset Allocation
– Who developed it and why
– Why it is used as the primary element -to manage investment portfolios
– What benefits will you derive from using it
– Conventional asset classes
– Unconventional asset classes
– What doesn’t it cover that I should be thinking about
FEBRUARY 8TH at 6:30
The Fourth Workshop will focus on Estate Planning
– What is it, and who needs it
– Why do I need a Will
– Trust, POA, Health Care Directive
– Forms of Ownership
– Probate-What it is and why
– Avoiding Probate-The advantages, are they right for you
– Marital Deduction and Unified Credit, are they still important
– Basis, what is it and why is it important
– Taxes-Income Tax, Gift Tax, Estate Tax, GST Tax
– Why all these issues come into play when you’re putting together a comprehensive plan
Mark is a seasoned professional with over 35 years in the industry. He holds the AIF, AWMA, CRPC, CRPS, and RICP designations. He specializes in working with people who are transitioning from work to retirement. He has dedicated his career to helping others achieve their financial goals. Mark is a wonderful speaker & enjoys spending time hosting Educational Seminars throughout his community and he finds deep value in providing Financial education to others.