It was a fascinating time. It opened with a short talk about stocks and bonds which discussed their differences and how they work. Another presenter gave a talk on the principles of investing. Specifically, he talked about how one's investment plan should not change unless one's financial goals have changed. Dramatic world events almost never merit a change in investments.
Finally, the main presenter talked about retirement and the goals of financial planning. Surprisingly, the talk looked at retirement planning from a very non-financial perspective. Instead, it focused on the personal aspects, e.g. building a social network (which is more important in determining happiness than amassed wealth), establishing a procedure for transitioning into retirement, and house/neighborhood consideration.
This is a very short summary, but the presentations were fascinating. I got a folder containing additional resources, which I will go through soon.
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