How to Take Advantage of Down Markets During Retirement

3003 Brownwood Boulevard,The Villages FL 32163

28 September, 2022

Description

When down markets happen, many people wonder:What should I be doing?Should I change anything?These little decisions have a significant impact on a plan.Geoff Stevens, CFP ®, MBA from Northwestern Mutual's Private Client Group will be discussing what every retiree should consider during times of extreme market volatility. He will also cover what retirement planning looks like in 2022. We will discuss why retirement planning of today is different than the retirement planning from years ago.Dinner will be provided.A little information about GeoffGeoff Stevens grew up in Centerville, Ohio. Upon high school graduation, he spent 2 years in Sao Paolo, Brazil on a mission trip before going to college. When Geoff returned, he got to work on obtaining a degree from Wright State University where he also earned his MBA. Geoff joined Northwestern Mutual with a great start; early in his career he became a CERTIFIED FINANCIAL PLANNER™ professional to be able to provide the best advice for his clients to get where they want to be. Family and mission seem to be themes in Geoff’s life. When he is not diving into a financial plan and advocating for his clients, he is likely spending time with his wife, Casey and their children: Taden, Madelyn, and Nolan. "I love hanging out with my wife and kids. I could literally spend every minute with them and be as far from boredom as possible. They might get sick of me, but it would be my dream come true." Outside of his family time, Geoff is an avid and talented golfer. With a past collegiate and professional career, one of Geoff’s dreams is to drive his game back to its peak and play in a PGA tour event.