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JFS Adult Connections: Behavioral Finance: How Our Actions Can Prepare Us For Retirement

  • Temple Beth Or 5315 Creedmoor Road Raleigh United States (map)

The stock market sell-off this past year resulted in the worst December performance since 1931.  Although it can be hard to completely take our emotions out of our investment decisions, its during times like these when we need to force ourselves to focus on the facts instead of how we feel.

The increasing challenge of planning for income to last throughout our lifetime has become more complex.  Many people underestimate their life span and therefore risk outliving their assets.  Learn how five major pitfalls can impact our retirement goals. The barriers we will discuss can be very useful as you look at your own approach to volatility and time horizon as you move towards your retirement goals.

About the speaker:

Janet Fox, Financial Consultant, President, ACH Investment Group, Inc. Janet is passionate about spreading her knowledge of the need for proper financial planning throughout one's lifetime. She is an Adjunct Faculty Member in the Business Administration Department at Wake Technical Community College and she conducts popular classes in Financial Planning and Business Development. She is an instructor for the Osher Lifelong Learning Institute at North Carolina State University leading seminars on Retirement Planning. She has also worked with the North Carolina Extension Service in their presentation of AARP retirement seminars.

For more information or questions, please contact: JFS Program Coordinator, Debbie Ross at 919-676-2200, ext. 129 or email Debbie.Ross@ShalomRaleigh.org

The cost of the program is $5. Registration is required by March 6 to help us plan properly. Please register below:

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