The survey showed that multiple members asked some version of "Is my money safe?" and one specifically mentioned geopolitics.
Agenda
Dversification and how it manages risk
What happens in a downturn
How global events ripple through markets
Review: Risk vs. return — the foundational trade-off
Review: Risk tolerance — knowing your own appetite vs. capacity for risk
Asset protection — titling, beneficiaries, and shielding wealth
How does insurance play into my portfolio? — life, umbrella, LTC, annuities
Space is limited so please sign up only if you're certain you can attend. If you need to cancel, please do so on the website or on the Wild Apricot app. Within 3 days of the event, you will not be able to cancel on the app so please contact Patricia Mandarino at 312-560-2505.
