Free
Retirement
Course @ NIU Naperville
Retirement Without Surprises: The Defined Outcome Approach
July 23
(Thursday)
6:00 PM - 8:00 PM
Join us for a FREE educational class on Defined Outcome Investing and learn how today’s investors are using innovative strategies designed to help minimize portfolio volatility while staying invested in the market. Discover how defined outcome strategies use barriers and buffers that may help provide a level of downside protection during market declines while still allowing for growth opportunities.
This informative session is designed for pre-retirees and retirees who want to better understand how to balance growth potential with risk management in today’s unpredictable environment. You’ll learn how defined outcome investing works, how barriers and buffers are structured, and why many investors are turning to these strategies to help create more confidence and clarity in retirement planning.
Seating is limited, so register today to reserve your spot!
What You'll Learn During This Course:
• Why not everyone needs a financial advisor.
• Learn how market timing, bull and bear markets, inflation, and government debt can impact long-term investment success and retirement outcomes.
• Understand how volatility, portfolio declines, and sequence of returns may affect your wealth, especially near retirement.
• How buffers and barriers can help minimize volatility in your portfolio.
• 4 investment themes everyone should learn before they plan to retire.
• Get a clear picture of your retirement accounts by analyzing asset allocation, investment styles, sector exposure, historical stress scenarios, performance, risk metrics, income potential, fund expenses, and more.
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Attendees have told us they wished they would have attended a course sooner; don't miss out! Start building a better retirement today.
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