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Financial Independence: Facts vs Fiction [San Francisco]

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University Club of San Francisco

800 Powell Street

San Francisco, CA 94108

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WHO SHOULD ATTEND:

Persons Committed To, and Enjoying, Financial Independence.


THIS WORKSHOP IS FOR YOU IF YOU FIND YOURSELF ASKING THESE QUESTIONS:

Will I Have Enough Capital to Retire?

How Can I Increase My Investment Income and Minimize Volatility?

How Can My Portfolio Be Designed to Not Consume Capital?

What Happens To My Portfolio In The Next Market Downturn?


TOPICS FOR PRESENTATION:

'Financial Independence' : Education + Discipline

'Facts vs Fiction' : 'Fear vs Greed' : 'Discipline + Commitment'

Investment Philosophies: 'Growth' vs 'Value'


WHAT YOU WILL LEARN:

How to Determine Your 'Big Number' (Retirement Capital)

Conservative Time-Tested Techniques to Increase Income + Reduce Portfolio Volatility

Dividend Streams and Capital Appreciation Compound Through Time

Public vs Private Investments: 'The Beginning' + 'The Middle' + 'The End'


PUTTING THE PIECES TOGETHER:

Cost-Benefit-Analysis: Benefits Exceed Cost

Low-Cost-Low-Risk Turn-Key Solutions


PRESENTED BY:

John H Bishop, CPA (USA), CPA:CA (Canada)

Principal: Wellington Capital Advisors


CONTACT INFORMATION:

John H Bishop, CPA (USA), CPA:CA (Canada)

Email: John.Bishop@Wellington.Capital

Telephone: 415 259 6186

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University Club of San Francisco

800 Powell Street

San Francisco, CA 94108

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