Advanced Estate Planning

  W24-RI-Advanced Estate Planning
  5/13/2024
  Mo
  6:00 PM - 7:30 PM
  Glastonbury High:Room B102
  Amanda Gilbert-Largent
  $25.00

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Info

There are many strategies that promise higher returns but only one is backed by more than 70 years of unbiased, time-tested, academic research and several Nobel Prizes.  This session will show you how the "Smartest" money invests...and the best news is that you can save thousands of dollars by doing it yourself or by leveraging the right kind of advisor! Learn: which asset classes offer higher returns compared to “The Market”,  how exchange-traded funds (ETFs) are superior investment vehicles compared to mutual funds for certain account types, and how to design an asset allocation portfolio that captures the best returns that markets have to offer.