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 Dinner Seminar:
“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 a delicious meal and an informative event! 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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