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Weathering the Coronavirus Market Sell Off: Using time tested principles and new technology to build more resilient investors and portfolios.

Webinar

I wanted to be sure we were front and center giving our advice and support at a very uncertain time. To that end, we will be hosting a webinar tomorrow entitled: When: Mar 17, 2020 03:00 PM Eastern Time (US and Canada) Register in advance for this webinar: https://zoom.us/webinar/register/WN_svcwEF4HTlO7d8catCuyHw The simple fact is that panic selling […]

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7 Biggest Mistakes FERS Employees Make with their Retirement Planning. And What You Can Do About it.

Mission Point Planning Sheffield Conference Center 3290 West Big Beaver Suite 195, Troy

Come join us for a special Columbus Day lunch 'n' learn where we discuss the 7 Biggest (and most common) mistakes FERS employee's make with their retirement and benefit planning.  During this NO-Pressure lunch, fun and interactive discussion we will touch on the following items and more! Guarantees at a high price: Relying too much […]

Webinar Halftime 2019: Off to a great start! But what about that trade war?

Come join us for the webinar version of our popular live event: Halftime 2019!. We will tackle the important questions of the day such as: How will trade wars affect my money? What will the Fed do? Will the markets continue to rise? Are we due for a recession? Will the 2020 election affect the […]

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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