FAI Moving in Retirement

November 13, 2019 | 11am

Thinking of Moving in Retirement? 

Many of our clients contemplate moving as they near retirement. Join us for our November 13, 2019 Webinar for a panel discussion of real-world experiences and lessons learned when moving out of state.  A question and answer session will follow the discussion. 

If you have any questions please submit them prior to the webinar to Mark Stinson at mstinson@faiwealth.com.  

This webinar will be recorded and posted to our website shortly after each webinar.

Investment Commentary

October 31, 2019

Curt Gross, Chief Investment Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions.

We invite you to join the conversation on your investments.

If you have any questions please submit them prior to the webinar to Mark Stinson at mstinson@faiwealth.com.  

This webinar will be recorded and posted to our website shortly after each webinar.

Suzanne Simpson

Thursday, October 17th, 11:00 AM – 12:00 PM

Our guest, attorney Suzanne Simpson of Simpson Law, PA, will start with, "What is a trust?", then provide a basic understanding of trusts and when it is advantageous to use a trust. She'll also cover the best way to leave assets to a loved one – in a trust or leave it to them outright. Questions and answers will follow Suzanne’s presentation.

Click the link below to view the recording. Additionally, you may download the presentation here.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FAI Wealth Management-“FAI”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from FAI.  Please remember that if you are a FAI client, it remains your responsibility to advise FAI, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. FAI is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the FAI’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: FAI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FAI’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Upcoming Events

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