You're Invited To An
Exclusive Client Event!

Dress to impress in your favorite holiday outfits—Christmas attire encouraged!

Complimentary Dinner Seminar:
“Building a Better Retirement Strategy.”

Are you looking for more information on how to make your investments “more active?”

Well, you’re in the right place.

Join us as we discuss a number of concepts relevant to “actively managed money.”

Event Full - Waitlist Only
Tuesday, December 10th at 5:00pm

The Reef Restaurant: 4100 Coastal Highway
St. Augustine, FL 32084
4:45pm Check In

Guest speaker, Michael Folker, will discuss:

Active vs Passive Management

  • What are “active” and “passive” investment strategies? 
  • Visual guides on how investments may be impacted by active management 
  • How to gain more control over risk factors 
  • Who’s deciding where your retirement money goes?

Income Strategies

  • Mitigating risk
  • Strategies for managing income sources in retirement
  • Key factors in establishing retirement income
  • Long-term vs short-term methods

Actively Managed Money

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

Risk

  • How to set a more realistic timeline
  • Strategies for managing risk
  • Designing your retirement strategy around safety  
  • Active money management

About Your Presenter:

Michael Folker

Director of Operations for Townsquare Capital

As one of the founding partners of TownSquare Capital, Michael’s primary role as Head of Advisor Development is helping financial advisory firms maximize their efficiency and grow their practice. He is responsible for developing new client relationships with RIAs and independent advisors and integrating them into TownSquare’s investment approach.

Michael holds a B.S. in accounting from Brigham Young University. During his career, he has built out the operational teams of 2 SEC registered advisory firms and consulted with several others. He has directly overseen the onboarding of over 12,000 accounts and over $2 billion in assets under management. He has also worked directly with several retail advisory firms in order to help them acquire new client assets, refine their systems and processes, and develop a framework to invest and allocate client accounts.

Seating is limited. Fill out the form below to RSVP.

Event Full - Fill out the form below to add yourself to the waitlist!

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Nicholas A Rigano, 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. Financial Insurance Solutions Inc. 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,  Team N&L Wealth Builders Inc, FL Insurance Agency #L088637, and Nicholas A Rigano, FL Insurance License #W187356.

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