Is Your Portfolio Retirement Ready? (Virtual Seminar) - Rodgers & Associates

Is Your Portfolio Retirement Ready? (Virtual Seminar)

You’re not 30 anymore, but does your portfolio act like you are?  It’s especially critical in the ‘A’, ‘G’, and ‘I’ phases of your A‑G-I-L‑E retirement journey to get your portfolio in the right position for retirement.  You will appre­ciate being properly positioned once you get to the later ‘L’ and ‘E’ phases.  So, whether you are approaching retirement or are already retired, in this session, we will share the steps that you can take — and missteps that you should avoid with your portfolio —  including the “Seven Deadly Sins of Retired Investors”.

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