01/02/2024
Pizza & Planning..
What did you miss??
Probate - From the latin probationem meaning to prove
Whose property is it?
Give it now
Give it at Death
Give it far in the Future
Probate Triggers
Affidavit
Small Estate
Regular Estate
As always TAXES - SEE YOUR TAX ADVISOR
Returns:
Stocks - Long run average real return is 5%
Bonds - Long run average real return on American bonds is 1.7%
Real returns are what you make AFTER inflation
RISK
Bonds vs. Stocks
Diversification and Allocations - Warren Buffett
Individual Stocks vs. Mutual Funds
Income Taxes
Compounding
Getting Started....
LET us know....
What did you love about our Pizza & Planning Event?
What do you think we should add for next time?
THANK YOU so much to all those who attended and helped make our event successful!!