You're Invited To Our
Exclusive Client Only Event:

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

Join us at

Ruth’s Chris Steak House: 814 A1A N, Suite 103, Ponte Vedra Beach, FL 32082

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

Due to an overwhelming response, we've opened up a second luncheon. Grab your spot!

Friday, November 1st at Noon

Event Full - Waitlist Only

11:45am Arrival Time

Friday, October 25th
at Noon
Event Full - Waitlist Only

add me to the waitlist

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 lunch and an informative event! We’ll see you there.

  • 11512 Lake Mead Ave, Unit 101
    Jacksonville, FL 32256
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IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

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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