Money for the Rest of Us Live Portfolio Review and Rebalancing Special Webinar

Join David for a live, interactive session in which he discusses the five steps of a comprehensive portfolio review and asset mix rebalancing.

The steps covered will be:

• Step 1: Analyze your current situation
• Step 2: Understand your loss capacity and loss aversion
• Step 3: Model the range of potential wealth values at retirement
• Step 4: Determine changes to make in your portfolio and savings rate
• Step 5: Plan implementation

There will be a dedicated Q&A portion where David will answer your questions.

While we will discuss our upcoming Live Cohort, the goal of this webinar is to provide helpful, actionable insights, regardless of your participation in the Cohort.

Have a question about the livestream? Email us at team@moneyfortherestofus.com and we will be happy to help.

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