Learn How To Invest For Retirement Series

Are you ready to take charge of your financial future in retirement? Join us for any of the 12-classes - Active Retirement Investing Seminar Series, presented by experienced financial advisors Nashoba Bailey and Hunter Wm. Bailey.

This seminar series, hosted through The Renaissance Society, is designed to empower retirees and near-retirees with the knowledge and tools needed for effective retirement planning.

Why This Class Matters:

• Navigate Complex Financial Decisions: Retirement presents financial choices that can significantly impact your future. This seminar provides clear guidance to help you make informed decisions.
• Improve Your Retirement Income: Learn strategies to improve income streams and sustain your lifestyle.
• Protect and Grow Your Assets: Discover methods designed to safeguard your savings from inflation and market volatility.
• Stay Informed: Keep up with changing financial landscapes and investment strategies.

📅 February 7 - Class 1: Introduction, Overview of Phases and Goals

• Understand the key phases of retirement investing and set your financial goals.

📅 February 14 - Class 2: Phase I – Diagnostic of Cash-Flow, Insurance, Estate Planning, Tax, Real Estate & More

• Analyze your financial health, identify risks, and plan for tax efficiency.

📅 February 21 - Class 3: Account Types, Funds, Market Indices, Portfolio Diagnostics, ETFs, Mutual Funds

• Learn about different investment vehicles and how they fit into your retirement plan.

📅 February 28 - Class 4: Phase II – New Portfolio Construction, Law of Large Numbers, Dollar-Cost Averaging, Systematic & Unsystematic Risk

• Explore key portfolio strategies and risk management techniques.

📅 March 7 - Class 5: Lateral and Vertical Construction Concepts, Types of Investors

• Identify your investor profile and learn how to build a personalized portfolio.

📅 March 14 - Class 6: Investor Categories - Lateral and Vertical Integration Implementation

• Dive deeper into different investment styles and portfolio construction.

📅 March 21 - Class 7: Modern Portfolio Theory – Beta, Alpha, R-Squared, Mean Return, Standard Deviation, and Sharpe Ratio

• Understand how to evaluate portfolio performance and measure investment risks.

📅 March 28 - Class 8: Investment Objectives, Risk Tolerance, Example Portfolios Based Upon Investor Avatars

• Match investment strategies to risk tolerance and financial goals.

📅 April 11 - Class 9: Phase III – Portfolio Monitoring, Estate Planning Maintenance, Tax Efficiency Management

• Learn how to maintain and adjust your portfolio over time for long-term success.

📅 April 18 - Class 10: Estate Planning Maintenance – Account Types, Trusts, Estate Planning Checklist

• Ensure your financial legacy is protected with proper estate planning.

📅 April 25 - Class 11: Tax Efficiency Management – Converting IRA to Roth IRA, JTWROS vs. Community Property, Real Estate

• Discover tax strategies that can help you maximize wealth preservation.

📅 May 2 - Class 12: Review of Class, DIY Investing, Hiring an Advisor, Checking in With Your Current Advisor

• Final class recap with practical guidance for managing your financial future.

When you join the seminar, you’ll receive the following free materials:
✔ A comprehensive textbook
✔ Weekly resource materials tailored to each session
✔ A pen and travel writing notebook for notes and planning
✔ A stress ball and mint to keep you focused and refreshed
✔ Occasional goodies brought to class for a delightful surprise

Class 1 is FREE to attend! If you wish to continue with the full 12-class seminar series, you must join The Renaissance Society, a learning community for adults aged 50+ that grants access to this and other educational programs.

For more information about joining The Renaissance Society:

📧 Email: [email protected]

📞 Phone: (916) 758-5133

🌐 Website: The Renaissance Society

More Event Details:

📅 Date: February 7th, 2025

⏰ Time: 1:30 PM - 2:30 PM

📍 Location: Sac State, Calaveras Hall (CLV) 145

🎟 Cost: Free for Class 1(Join The Renaissance Society after your FREE class to enjoy the rest of the series and all of the other wonderful offerings!)

Questions about the seminar? Contact us:

📧 Email: [email protected]

📞 Phone: (916) 863-1266

🌐 Website: HunterWilliamBailey.com

• Nashoba Bailey, ChFC®: An expert in retirement asset management with multiple certifications, including fund, tax, estate, and income strategies.
• Hunter Wm. Bailey, MSFS: Founder of Wealth Strategies, with over 40 years of financial planning experience, helping retirees achieve their unique financial goals.

Reserve your spot for Class 1 today and experience how Active Retirement Investing can help you build a financially secure retirement.

Register Now!

Host or Publisher Wealth Strategies