You Control Your Own Destiny: Transitioning to Living Off a Portfolio

Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a trust or the sale of a business, living off a portfolio requires a new mindset and new responsibilities for family members who are accustomed to ongoing distributions.  What are the key things to plan out, monitor and prepare for to ensure your portfolio enables you to meet your long and short term financial goals? Join us in this program to examine the factors that are within your control as well as provide strategies for weathering the true unknowns.