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Resiliency - For Our Clients and Our Practices
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Saturday, August 3 • 8:30am - 9:30am
Slaying Sacred Cows: Why some investment concepts we take for granted are just plain wrong (or not plainly right)

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Join Rick Ferri as he discusses how to:
  • Put your age in bonds
  • Rebalance regularly
  • 4% rule for retirement withdrawals
  • Spend taxable money first in retirement
  • Active management for inefficient markets


Speakers
avatar for Rick Ferri

Rick Ferri

Ferri Investment Solutions
Rick Ferri, CFA, is a financial analyst, investment adviser, industry consultant, author, speaker, and entrepreneur. Rick earned a B.S. in Business Administration from the University of RI and an M.S. in Finance from Walsh College. He also holds a Chartered Financial Analyst (CFA... Read More →

Saturday August 3, 2019 8:30am - 9:30am MDT
Interlocken B
  General Session
  • CE Hours Available: 1.0 NAPFA, 1.0 CPE, 1.0 CFP® Certification

Attendees (42)