Complimentary Webinar

Investment Planning

About the Webinar

What happens to your retirement plan when the market drops?

For those nearing or in retirement, investment decisions carry more weight. Especially when you may be relying on your portfolio for income.

Investment planning is not just about returns. It’s about understanding how much risk you are taking, how market downturns may impact your income, and whether your strategy is built to support you over the long term.

In this webinar, we walk through a structured approach to investment planning designed to help you make more informed decisions and better understand how your portfolio fits into your retirement plan.

In this session, you’ll learn:

  • How to evaluate your risk in terms of real dollars, not just percentages​​​​​​​

  • Why withdrawals during down markets can have a lasting impact​​​​​​​

  • How a structured approach may help support your long term retirement goals​​​​​​​

  • Kendall Stahl

    Presenter | Advisor & Partner

  • 210 Financial

    Webinar Host

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