Shawn Johnson, ChFC, CLU, CLTC: No financial relationships to disclose
This course will provide insight into the importance of investment portfolio design to build wealth within the context of a comprehensive financial plan. An overview of qualified and non-qualified investments account types will be provided, with a discussion on tax efficient investing, as well as portfolio design and alternative investment strategies. A comprehensive hypothetical financial plan will be reviewed to help understand additional considerations that need to be addressed in the planning process to promote success.
Learning Objectives:
Review qualified and non-qualified investment accounts available to create wealth.
Discuss tax efficiency when it comes to investment portfolio placement.
Examine risk-adjusted portfolio design and the importance of stress testing.
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