2012: Financial Planning Opportunities & Challenges

Client Presentation Now Available on Video!

The Center's informative library presentation "2012: Financial Planning and Investment Opportunities," given recently for clients and friends, is now available on demand as web-based video on YouTube. 

This presentation includes:

  • a brief look back at the investment environment in 2011
  • financial planning opportunities likely to be in the forefront for 2012
  • updates on state taxation of pension income
  • the investment outlook for 2012
  • advice for keeping emotions at bay when making investment decisions

All six YouTube videos are available on the Presentations page of The Center's website.