Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”
The Standard Club in Johns Creek: 6230 Abbotts Bridge Rd.
Refreshments and hors d’oeuvres will be served.
Complimentary Event:
Wednesday,
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
Our Company
Gibbs Financial Group Lic #181551
Gibbs Wealth Management
GA Lic CRD# 281621
Bo Gibbs
GA Ins Lic# 564770
- 3980 Old Milton Parkway • Alpharetta, GA 30005
- 5555 Glenridge Connector, Suite #200 • Sandy Springs, GA 30328
- 125 Townpark Drive, Suite 300 • Kennesaw, GA 30144
- 1755 North Brown Rd, Suite 200 • Lawrenceville, GA 30043
Copyright © Gibbs Financial Group
Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs. Insurance products and services are offered through Gibbs Financial Group (“GFG”). Nothing on this landing page should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Before investing, consider your investment objectives and Gibbs’ fees. GWM and GFG are affiliated companies. Past performance is not indicative of future results.