Investing with a Focus on What We Can Control - WEBINAR
Friday, December 2, 2016 from 1:55 PM to 2:25 PM (EST)
San Francisco, California
London, United Kingdom
Join this 30 minute Webinar to see how an online tool can help investors take control of the way they invest and how they monitor those investments. Sometimes we make investing far more difficult than it should be by focusing on factors and parts of the investing process that we do not control. Or we become hyper-focused on one or two areas that we do control, missing the balance needed to be a good investor.
You will learn how and why controlling these four factors can make a very big difference in helping create confidence and peace of mind when investing.
Parts of the Investment Process We Control:
Volatility of a Portfolio
Quality of Investments
Invest 30 minutes of your time, and you might just find it one of the best investments you made in 2016. If you have a 401(k), a mutual fund, and IRA Rollover, this Webinar if you.
Sign on early because it will start promptly at 2:00 PM EST and take only 30 minutes!
To attend go to: www.mycoreadvisor.com
IS THE TOOL SAFE? Yes, and here is why it is safe. Blueleaf encrypts your login credentials and establishes a secure, read-only connection with your financial institution. Blueleaf can never move or transfer money.
IS THE TOOL EASY TO USE? Yes, Blueleaf works with thousands of financial institutions to update your account information automatically and securely.
IS IT EXPENSIVE? No. In fact, it doesn’t cost you anything to sign-up, nor are there any obligations to continue to use it or pay for it in the future. Cancel anytime and pay nothing!
When & Where
Timothy Clifford CFP®
Tim began his financial career in 1978, and spent eight years in the commodity business in Chicago. What followed seemed like a natural progression from working with clients trading commodities to helping clients invest in the stock market in 1985. Since then he has worked in various roles with a few different firms and has always maintained a strong passion to help clients with their investments. A recent milestone for Tim was passing the (CFP) Certified Financial Planning test in March of 2007.
For 25+ years, Tim Clifford has been both an investor and an advisor. Using his experience at Charles Schwab, H&R Block, and Ameriprise, he started Core Wealth Consultants in 2012 with a goal to help clients control what they can when it comes to investing in the market. Investors cannot control the market’s direction — up, down or sideways. What they can control are costs, taxes, and the quality and risk of a portfolio. Cost matters. Taxes make a difference. Aligning quality investments to a person’s risk tolerance and time horizon is important. Tim helps investors with all four factors and makes it simple.
Tim and his wife Mary Ellen moved to Central Florida in 2015 after living in Indianapolis for 25 years. He still spends time serving clients in Indiana and is back and forth to the Hoosier State regularly. They have one daughter, Ashley, who lives in Clermont FL. Tim's hobbies include riding his road bike, climbing 14ers, mountains, in the lower US, and helping out his community when his passion, commitment, and skills are aligned with the project.
Email him at email@example.com or better still, phone Tim today at 407-393-5985.