First Friday - February 7 - How's your NEST EGG?

Is Your Nest Egg Poised to Profit in 2014?
Presented by: David Dietze, JD, CFA, CFP and Founder of Summit based Point View Wealth Management
 
David, internationally recognized in the financial media, returns to share with us his insights on how to improve our portfolios and finances for 2014, including: 

• The outlook for the markets, and whether 2014 will be a 2013!
•  
• No matter what the markets do, the four steps you must take to reduce risk and potentially profit
•  
• The outlook for bonds and generating income amid a rising rate environment
•  
• Investment themes best positioned for 2014
•  
• What to do with your 401K/403B/IRAs/Roths
•  
• Bonus Pick:  What generates more income than a junk bond, has less risk than the stock market, and is completely tax free!