Events

Who's Next In Your Business?

Upon completion of this course participants should be able to: 1. Understand the fundamental legal, tax and financial risks that threat the continuation of a business, such as: unexpected death, disability, unbridled, bankruptcy, divorce and retirement of a business owner, stockholder, or partner of a business. 2. Understand the valuation fundamentals when conducting a personal financial plan, focused in retirement planning, when the business value is the main asset for the business owner retirement planning. 3. Understand the tax planning basics and business owner structure in the context of a personal financial plan. 4. Understand the legal fundamentals for the business owner pre-retiree and retired, considering that the business ownership could be the main source of funds of the business owner portfolio of assets considered located in Puerto Rico and/or in the USA mainland.

A Life-Cycle Approach To Retirement Planning

o Three (3) CPE NASB Approved Credits o Know the Fundamentals of financial planning and SSPFPS #1 o Identify relevant personal financial planning fundamentals o Learn the basics of retirement planning creating lifetime income in retirement o Identify the foundations of contributory and inheritance planning in the context of retirement planning o Apply the knowledge learned through a case study

State of the Markets 2022 (copy)

Main Themes to discuss: 1) Risk of a recession has increased 2) If economic growth slows, it may be limited 3) Market volatility remains elevated

State of the Markets 2022

Main Themes to discuss: 1) Risk of a recession has increased 2) If economic growth slows, it may be limited 3) Market volatility remains elevated

2022 Mid-Year Outlook: "Fed Uncertainty Grows"