Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

Join Us At

The Standard Club in Johns Creek: 6230 Abbotts Bridge Rd.
Refreshments and hors d’oeuvres will be served.

Complimentary Event:
“Actively Managed Money, Explained.”

June 29th

Topics of Discussion:

2022 Market Recap

Market Analysis Going Forward

Navigating the Stock Market & Inflation in Uncertain Times

7 Keys to Building a Strong Portfolio

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

You & two guests are invited to join us for an informative event! Drinks and hors d'oeuvre will be served. We’ll see you there.

Intelligent Financial Decisions Made Easy

Gibbs Financial Group Lic #181551

Gibbs Wealth Management
GA Lic CRD# 281621

Bo Gibbs
GA Ins Lic# 564770

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