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6:00 pm - Strategies for a Sustainable Income – Part of the County Wide Financial Series
December 16, 2021 @ 6:00 pm
to join the Zoom workshop Strategies for a Sustainable Income.
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 the first talk Social Security Explained: https://www.youtube.com/watch?v=4LKlFfR-RT4
DECEMBER 16TH at 6pm
The Second Workshop will focus on Strategies for a Sustainable Income
– What are the key factors you have to examine today
– Life Expectancy and rising health care costs
– Impacts of Inflation over an extended retirement
– Long Term Care Costs
– Possible changes to Social Security
– 3 factors that affect Portfolio efficiency
– Impacts of Interest rate changes on Fixed Income Portfolios
– Guaranteed versus Variable Income
– Portfolio Risk Attributes-not all risks are equal
– Roth IRAs as a tax and estate planning strategy
– Sequence of Return Risk- the RETIREMENT Killer
The Second Workshop will focus on Strategies for a Sustainable Income
– What are the key factors you have to examine today
– Life Expectancy and rising health care costs
– Impacts of Inflation over an extended retirement
– Long Term Care Costs
– Possible changes to Social Security
– 3 factors that affect Portfolio efficiency
– Impacts of Interest rate changes on Fixed Income Portfolios
– Guaranteed versus Variable Income
– Portfolio Risk Attributes-not all risks are equal
– Roth IRAs as a tax and estate planning strategy
– Sequence of Return Risk- the RETIREMENT Killer
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
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
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
ABOUT MARK LANGE
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.
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.
