Description

Invest Using Sound Business Modelling
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       KeyNote Speaker: Rob Kolenc
Rob Kolenc is a portfolio manager at Raymond James Ltd., and the head of Kolenc Wealth Management. He brings over 17 years of industry experience to the table.
 
Stock markets go up and down like elevators in an office tower. Unlike today’s elevators – which are very safe – stock markets have experienced 16 rapid, uncontrolled drops in the last 80 years – often crushing retirement plans in the process. If you are still bruised from the crash of ’08 and less than 20 years from retirement, you can’t afford another hiccup.
This seminar will discuss how to design and add “safety brakes” into your investment portfolio so that you can ride the market elevator up, but have much better portfolio safety when the next inevitable downturn begins again.
It will also provide you with the tools necessary to have a deeper conversation with your current investment advisor about how to manage market risk in your investment portfolio. These conversations are often
overlooked and some of the most important as it relates to your portfolio.

Overview of topics
 The dangers of “Buy and Hold” investing
 Ensuring that your excess capital is working AND available
 Building a safety system to protect your capital if the market falls
 How to find the next big investable trend
 How to rotate your investment inventory to what’s working best now