Friday, May 13 at 4 p.m. EDT
This webcast, hosted by Advisor Products, will explain concepts crucial to making prudent asset allocation decisions.
- establishing how much must be earned to achieve client’s goals
- setting risk/reward assumptions on asset classes
- funding a client’s safety net and prioritizing non-essential goals
- asset allocation for participants in 401(k)s
Guest speaker Ron Surz is President and CEO of PPCA Inc and its subsidiary Target Date Solutions (TDS). PPCA is an RIA in San Clemente, CA, providing manager due diligence software and enhanced UMA structures. TDS licenses and manages custom designs for target date funds using a patent-pending methodology. Surz earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.