Sequence-of-Returns Risk

**This event will be online only**

Timing is everything. Account withdrawals during a bear market are more costly than the same withdrawals in a bull market. Learn from Charles “Chuck” Failla, CFP®, how a diversified portfolio can protect your savings against sequence-of-returns risk (also known as sequence risk) and how the timing of withdrawals from a retirement account can damage your overall return.

About the Presenter:

Charles “Chuck” Failla, CFP®

Charles “Chuck” Failla, CFP®, understands the importance of working as a Fiduciary and uses those standards to oversee the financial planning and investment management work done at Sovereign Financial. At the core of his work, Chuck shepherds clients’ financial and retirement plans by looking beyond simply “picking investments.” He takes a holistic approach that includes cash flow analysis, tax & risk management, and estate planning. In addition to working with clients, Chuck is a regular speaker and commentator on financial topics and has been featured in CNBC, Forbes, The New York Daily News, Reuters, CBS Market Watch, and numerous other media outlets. Chuck is also committed to the financial planning community and advancing the cause of financial literacy and fiduciary duty. To that end, he currently serves on the Board of Directors for the Financial Planning Association of Connecticut as the Chairperson of their Pro Bono / Public Outreach Committee. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College.

Please note:

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