Financing Your Future:Redefining Financial Freedom in 2010:Resources
Jan 12, 2010
Financing Your Future:
Redefining Financial Freedom in 2010
Featuring:
Chris Ramey, President, Affluent Insights
Derek Devine, Regional VP, Eaton Vance
Diane Davis, CFP, CIMA, CRPC, Vice President,Merrill Lynch Wealth Management
Here are a few reminders from the luncheon discussion:
Here are a few reminders from the luncheon discussion:
Chris Ramey: “If this was your first day at your job what would your do differently?” Jack Welch
- Consumers Desire: Simplicity, Ethical Business Governance, Discretionary Conspicuousness, Sustainability
- How will we manage the next few years differently?
- Embrace your customer!
Derek Devine:
- We are in a rising tax environment, taxes will be going up
- Review the new Roth IRA requirements, it could be a conversion worth making
Diane Davis:
- Review your retirement plan and make it realistic
- This is not your parent’s retirement plan…a customized approach is the new trend and can accommodate life’s changes
