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August 2016
Free

rF Live Demo: Investment Management Process

August 26 @ 9:00 am - 10:00 am
rF Live Demo: AM,
Online Webinar: Requires registration by clicking below to the left:
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In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review our investment management process and how we actually manage money for our clients. You will learn the investment philosophy that we subscribe to and how we transform that into a focused and disciplined investment strategy that is rigorously implemented everyday. In doing this you will see a sample of the actual process and technology that we utilize to take care of client accounts so that you…

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Free

rF Webinar: Investment Strategies for Retirement

August 29 @ 9:00 am - 10:00 am
rF Webinar: Investment Strategies for Retirement,
Online Webinar: Requires registration by clicking below:
investment-strategies-for-retirement

You’ve probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your retirement goals.  

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September 2016
Free

rF Presents Morningstar Webinar – “Dividend Investing”

September 7 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
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The low interest rate environment that investors are currently experiencing is unlikely to last forever, and the rates have already began to rise. As a result, dividend-paying stocks can potentially be an attractive opportunity for yield-seeking investors, who may also desire positive real, inflation-adjusted returns when Treasuries, cash, and cash equivalents are unable to offer them. As an important source of total return, dividend-paying stocks are also tax-efficient investments; dividend tax rates fall between 0%–20%, depending on an individual’s ordinary…

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Free

rF Live Demo: John and Jane Doe’s Financial Plan Explained

September 9 @ 9:00 am - 10:00 am
rF Live Demo:,
Online Webinar: Requires registration by clicking below to the left:
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In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

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Free

rF Webinar: Managing your Lifestyle

September 12 @ 9:00 am - 10:00 am
rF Webinar: Managing your Lifestyle,
Online Webinar: Requires registration by clicking below:
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Managing your lifestyle is all about making smart choices. Each lifestyle decision you make, from your choice of a home, to what you drive, to how you spend your leisure time, has an impact on your overall financial situation. We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.  

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Free

rF Presents Morningstar Webinar – “Downturn & Recoveries”

September 20 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
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Economies and markets tend to move in cycles, and any stock market can have a downturn once in a while. Most investors lose money when the stock market goes down, but some people may think they can time the market and gain. The problem with this type of reasoning is that it’s impossible to know for sure when the market hits bottom. Most investors panic when the market starts to decline, then they decide to wait and end up selling…

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Free

rF Webinar: Protecting Those Who Matter Most

September 26 @ 9:00 am - 10:00 am
rF Webinar: Protecting Those that Matter Most,
Online Webinar: Requires registration by clicking below:
protecting-those-who-matter-most

Life insurance has the potential to offer protection at a crucial time for those who matter the most to us. Life insurance needs are different at different times in life. During working years, life insurance may be able to help your loved ones avoid drastic changes in lifestyle in the event of your passing. During retirement, life insurance can be positioned to offer additional tax and estate benefits. Regardless of your life stage, consider reviewing your life insurance needs annually…

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October 2016
Free

rF Presents Morningstar Webinar – “Portfolio Diversification”

October 3 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
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"Diversifying your portfolio makes you less dependent on the performance of any single asset class. Effective diversification requires combining assets that behave differently when held during changing economic or market conditions. Moreover, investing in assets that have dissimilar return behavior may insulate your portfolio from major downswings..." Join us for this webinar to learn about the process and importance of diversification.  

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Free

rF Webinar: Keys to Investing for Retirement

October 10 @ 9:00 am - 10:00 am
rF Webinar Series: Keys to Investing for Retirement,
Online Webinar: Requires registration by clicking below:
keys-to-investing-for-retirement

No matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time. And so, the investment decisions we make in preparation for that retirement are crucial. In this presentation, we’re going to go take a closer look at investing for retirement. Please be sure to pre-register below if you would like to attend as space is limited. …

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Free

rF Live Demo: John and Jane Doe’s Financial Plan Explained

October 14 @ 9:00 am - 10:00 am
rF Live Demo:,
Online Webinar: Requires registration by clicking below to the left:
Financial-Plan-Magnify-Live-Demo-button-225x160

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

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