Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

Postponed to a later date

The Henry: 300 Town Center Drive, Dearborn, MI 48126

Complimentary Educational Event:
“Actively Managed Money, What Your Advisor Isn’t Telling You”

Tuesday, Sept. 10th
6:30PM
Event postponed.

A delicious, complimentary meal will be served. Come hungry!

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

9424 Newburgh Road |  Livonia MI

3133 Van Horn | Trenton, MI

10315 Grand River, Suite 306 | Brighton, MI

IMPORTANT CONSUMER INFORMATION

Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Dotson Financial Group. Insurance products and services are offered through Dotson Financial Group. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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