F5: Risk Management & Retirement Planning

All investments carry some degree of risk. Stocks, bonds, mutual funds and exchange-traded funds can lose value – even their entire value – if market conditions sour. Even conservative, insured investments, such as certificates of deposit (CDs) issued by a bank or credit union, come with inflation risk. The level of risk associated with a particular investment or asset class typically correlates with the level of return the investment might achieve. The rationale behind this relationship is that investors willing to take on risky investments and potentially lose money should be rewarded for their risk. Creating a retirement plan begins with determining your long-term financial goals and tolerance for risk.

Purpose: Learn about risk management and retirement planning

Facilitator: Kenny Wise (Guest Presenter - Touchstone Wealth Partners)