In my experience, the folks who have the most positive financial outcomes are often the ones who are the most engaged in the planning process.
Now, that doesn't mean I expect my clients to become expert portfolio managers! But if you're working with a fiduciary advisor who is paying close attention to the issues of the day, you're likely to feel more at ease about your investment strategy and more confident about reaching your long-term financial goals. That's why educational seminars and webinars are such an important part of the Keen Wealth mission.
And that's why I'm excited to bring you this special Market Update webinar presented by Matt Wilson, Managing Director and Chief Investment Officer at Keen Wealth Advisors, and a frequent guest on my Keen on Retirement podcast.
In his presentation, Matt touches on some topics that I know are on your mind right now, including:
I really appreciate all the clients and friends of the firm who took time out of their day to attend Matt's webinar.
Whether you want to review this presentation again or are checking it out for the first time, you can click below to watch the video, listen to the audio as a podcast, or read the transcript.
Stay tuned to Keen on Retirement for information about upcoming events!
