Joe Luby III, CFP®, author and founder of Jagen™ Investments, LLC, will speak about the fact that the economy has been rocky for some time and what he anticipates will happen in the near future as well as how to prepare for the months ahead. Specifically what can people do now to protect their retirement nest egg? What will happen with the estate tax? Should investors re-examine their risk tolerance? Most people think of retirement funds as cash investments. Are there other types of investments that can be held in retirement funds? What should investors keep in mind when thinking about alterna
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