Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

Biaggi’s Ristorante Italiano: 5195 Utica Ridge Rd., Davenport, IA 52807

Complimentary Educational Event: “Actively Managed Money, What Your Advisor Isn’t Telling You”

Thursday, February 27th
at 6:00pm

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

Be our guest for dinner and an informative event!
We’ll see you there.

1425 Boyson Road
Hiawatha, IA 52233

3336 Kimball Avenue, Suite 250
Waterloo, IA 50702

2550 Middle Road, Suite 300
Bettendorf, IA 52722

1052 University Avenue, Suite 1
Dubuque, IA 52001

1111 S. Alpine Road, Suite 207
Rockford, IL 61108

6600 Westown Parkway, Suite 30
West Des Moines, IA 52066

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

 

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Martin Weiss, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Flying Eagle Financial and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Flying Eagle Financial and Martin Weiss, Iowa License #249040, Illinois License #249040, Wisconsin License #249040.

 

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