[Virtual] Article Discussion: 5 Steps to build a portfolio that will last a lifetime

How can you ensure your portfolio meets your unique needs and goals in retirement? Will your assumed “real” investment return be sufficient to last as long as you do? Glenn Frank, Director of Education at fee-only Lexington Wealth Management and trusted advisor listed by Worth magazine as one of the top advisors in the US for 10 years shares his tips in a recent article.

Join us in discussion with Glenn Frank to reflect on his  article, and discuss some of the big debates in personal investing as we go through the 5 steps to build a portfolio that will last a lifetime.

***Ahead of this event, please read the following article, watching a short video on asset allocation, and reviewing the Family Investment Matrix . We  suggest reading the article first then review the spreadsheet before attending.

• Article: https://www.thestreet.com/retirement-daily/your-money/how-to-build-a-portfolio-that-will-last-a-lifetime

• Video: https://www.youtube.com/watch?v=IiZVpb4vjZY

• Family Investment Matrix: https://docs.google.com/spreadsheets/d/10QzOA16rZDCgOPXyb2PztVWpamCIJMyY/edit?usp=sharing&ouid=118057342901042814547&rtpof=true&sd=true