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Be a “Thrivalist”!

January 19, 2021 @ 10:30 am - 11:30 am

I like to call those who see opportunity in challenging times “thrivalists”—because they don’t just survive, they thrive.

To thrive in this time, it’s important to have a strategy for responding to extreme market volatility— something we’ve seen a lot in the past year.

Webinar: Thriving in Volatile Markets

To help investors understand what’s happening and what the future could hold, I’m presenting a webinar on
January 19th at 10:30am and 6:30pm

I’ll discuss:
– Why volatility happens and what history has shown us about volatile markets
– How most of us tend to respond to market volatility, and how we can train ourselves to respond
– How to build a strategy designed to take into account all market environments

Register Now!

During this presentation, investment products and fee-based advisory business will be discussed, which have various risks, including loss of principal, and may not be suitable for every investor.

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Details

Date:
January 19, 2021
Time:
10:30 am - 11:30 am
Website:
https://go.oncehub.com/ScottNelsonWebinar

Organizer

Scott Nelson
Phone
(860) 680-1708
Email
scott.nelson@lpl.com

Investment Review

$500 - Available to DIY and DIWM subscribers (included with DIFM package)

An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.

CFP Review

$750 - Available to DIY subscribers (included in other packages)

A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.

Single Issue Plan

$250 Each - Available to DIY subscribers (included in other packages)

We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!