How Did We Get Here, and What Do We Do Now?
Course # 561
This course takes participants through a quick timeline of “emotional roller coaster” events, explains the differences and historical average length of time of bear and bull markets, the impact of a poor sequence of returns and what investors can do now to gain back control.
Objectives (At the end of this course participants will be able to):
- Volatility is not a bad thing.
- How sequence of returns can hurt chances for a successful retirement.
- The importance of creating a plan to deal with financial matters to avoid knee jerk reactions.
Participants (audience course is designed for):
This course is suitable for any UI employee looking to build a better financial plan.