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Re: 05/06/09 - Alternative Investments for Retirement Plans

Question from Shikha: What about self directed IRAs using private placements, etc.?

Posted to VLC Post Session (Forum) by Ashley Woodhouse on 05-06-2009
05/06/09 - Alternative Investments for Retirement Plans

Join the presenters, Sheldon Smith, Sean Waters and other participants following Wednesday's Live Virtual Seminar (05/06, 3:00 PM EST) as they share thoughts about the presentation. To participate in the conversation, you must first register and log-in to this site. To access the handouts please...

Posted to VLC Post Session (Forum) by Ashley Woodhouse on 04-29-2009
05/06/09 - VLC Session Handouts

Slides for Sheldon Smith and Sean Water's May 6, 2009 VLC session, Alternative Investments for Retirement Plans.

Posted to VLC Post Session (FileGallery) by Ashley Woodhouse on 04-29-2009
Talking Points for Three Pieces

Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece provides talking points to help clients better understand their options in a volatile market. Use in conjunction with Behavioral Finance Piece for Clients, Market Crisis Piece for Clients, and Piece to Use With Pre-Retirees.

Posted to Market Volatility (FileGallery) by Jean Dunn on 10-30-2008
Piece to Use With Pre-Retirees

Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece discusses options for clients retiring into a down market.

Posted to Market Volatility (FileGallery) by Jean Dunn on 10-30-2008
09/17/08 - Retirement Income – From a Different Point of View

Join the presenter, Jack Gardner and other participants following Wednesday's Live Virtual Seminar (9/17,3:00 PM ET) as they share thoughts about the presentation. To participate in the conversation, you must first register and log-in to this site. The handouts for this session are available at:...

Posted to VLC Post Session (Forum) by Kate Barnes on 09-15-2008
Handouts 09/17/08 VLC

Slides for the 9-17 VLC with Jack Gardner

Posted to VLC Post Session (FileGallery) by Kate Barnes on 09-15-2008

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Re: 05/06/09 - Alternative Investments for Retirement Plans

05/06/09 - Alternative Investments for Retirement Plans

05/06/09 - VLC Session Handouts

Talking Points for Three Pieces

Piece to Use With Pre-Retirees

09/17/08 - Retirement Income – From a Different Point of View

Handouts 09/17/08 VLC