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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.
Portfolio-Diversification-300x200

"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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Free

rF Presents Morningstar Webinar – “Target Date Funds”

October 18 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Target-Date-Funds-300x236

"Investors are faced with the challenge of making decisions on how much to save each month, how to allocate savings, and how to take disbursements in retirement. For such investors, target-date funds can offer a convenient solution to help simplify investing for the future. Target-date funds have grown in popularity over the past few years, in particular as a 401(k) plan option because these funds automatically adjust their portfolio mix based on the participant’s age. These funds may hold a…

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Free

rF Webinar: Distributions from Retirement Plans

October 24 @ 9:00 am - 10:00 am
rF Webinar: Distributions from Retirement Plans,
Online Webinar: Requires registration by clicking below:
distributions-from-retirement-plans

If you’re like many Americans, you’ve been setting aside money for your retirement. Now that you’re nearing retirement age, it may soon be time to start drawing money from your qualified retirement plans. Withdrawing money from a retirement plan is called “taking a distribution,” and there are a variety of ways to do it. We’re going to review several approaches.  

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Free

rF Live Demo: Investment Management Process

October 28 @ 9:00 am - 10:00 am
rF Live Demo: AM,
Online Webinar: Requires registration by clicking below to the left:
Invest-Management-Live-Demo-Button-225x166

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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November 2016
Free

rF Presents Morningstar Webinar – “Retirement Income”

November 2 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Retirement-Income-300x233

"The risk of being unable to fund goals throughout retirement can be managed by an intelligent combination of funds, stocks and bonds, and insurance products. Finding the right mix of products and investments for retirees involves a very individualistic approach, based on the following factors..."  

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Free

rF Webinar: Your Cash Flow Statement

November 7 @ 9:00 am - 10:00 am
rF Webinar: Your Cash Flow Statement,
Online Webinar: Requires registration by clicking below:
your-cash-flow-statement

Understanding money matters and managing your cash flow are an integral part of any sound financial management strategy. Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.  

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Free

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

November 11 @ 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.

Find out more »
Free

rF Presents Morningstar Webinar – “Risk & Volatility”

November 14 @ 9:00 am - 10:00 am
rF Morningstar Webinars,
Requires registration by clicking the Goto Webinar link.
Risk-&-Volatility-300x225

"Investors face many different forms of risk depending on the kinds of investments they choose. Industry/company risk: Security values can decline due to negative developments within an industry or company. Market risk: General market fluctuations can affect securities trading in that market. Stocks tend to fluctuate more than other asset classes (such as bonds) and may pose more risk over short periods of time..." Join us to learn about the many, many risks that face investors and how we can…

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