19
Jan
Planning with Advanced Time Segmentation
Description
Our team has spent the majority of the last year exploring the tools that Cetera Investors has made available to us. We have adopted an approach to retirement planning that incorporates time segmented retirement income distribution, a strategy that aims to provide investors with stability, growth and income.
Advanced Time Segmentation® seeks to provide investors with stable, predictable income while giving time for future possible growth. We take principles that were exclusive to the wealthy, and make them accessible to everyone. We mathematically calculate your risk, inflation-adjust your income, and strive to ensure a lasting legacy. We do all of this by implementing a strategy with every portfolio so that time is on your side.
Paul Escudero, CFP®, CWS® of Orange Capital Management of First Allied, the pioneer of ATS, will be joining us to talk about this innovative planning tool.
Mr. Escudero is not affiliated with Cetera Investment Services. Cetera is under separate ownership from any other named entity.
Advanced Time Segmentation® seeks to provide investors with stable, predictable income while giving time for future possible growth. We take principles that were exclusive to the wealthy, and make them accessible to everyone. We mathematically calculate your risk, inflation-adjust your income, and strive to ensure a lasting legacy. We do all of this by implementing a strategy with every portfolio so that time is on your side.
Paul Escudero, CFP®, CWS® of Orange Capital Management of First Allied, the pioneer of ATS, will be joining us to talk about this innovative planning tool.
Mr. Escudero is not affiliated with Cetera Investment Services. Cetera is under separate ownership from any other named entity.
Date and Time
Tue, Jan 19, 2021
5:30p - 6:30p MST