Finding Financial Balance

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:

Merging strategies of asset allocation with tax-diversity. The MAP program (Macro Asset Perspective®) provides a balanced accumulation strategy focusing not just on the customary practice of risk diversification, but also incorporating the concept of tax diversification between pre-tax and after-tax investment choices.

 

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TOPICS INCLUDE:

  • A FINANCIAL EKG

  • THE FINANCIAL FOUNDATION

  • MACRO ASSET PERSPECTIVE®

  • VARIABLE ASSET REALLOCATION

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