A lack of knowledge in structuring an investment portfolio when nearing retirement is a challenge many individuals face, especially when sufficient income needs to be generated to provide for expenses, whilst taking as little risk as possible.
This pre-retirement/retirement phase focuses on capital preservation instead of growth, but yield is still important for needs to be met.
In this webinar, John will go through a case study, detailing how an optimal portfolio can be structured to meet an individual’s tailored needs in retirement. Webinar attendees will gain an insight into the process and be equipped to make better decisions regarding their own investment portfolios.
在临近退休时缺乏构建投资组合的知识是许多人面临的挑战,尤其是当需要产生足够的收入来支付开支,同时尽可能降低风险时。
这个退休前/退休阶段的重点是保本而不是增长,但收益率对于满足需求仍然很重要。
在本次网络研讨会中,约翰将通过一个案例研究,详细说明如何构建最佳投资组合以满足个人退休后的定制需求。网络研讨会与会者将深入了解该过程,并有能力就自己的投资组合做出更好的决策。
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