October 2017 Chapter Meeting

Five Keys to Developing Wealth Management Strategies

Roy Johnson, Ph.D.
Senior Financial Services Representative, Principal Securities, Inc.

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, October 14 at 10:00AM
$5 at the door for everyone. No advanced reservations

In this presentation, five key concepts are introduced which are focused on creating a solid wealth management strategy. Some of the keys to financial success include: 1) Building a strong foundation; 2) Introducing possible roadblocks to success; 3) The importance of asset allocation and rebalancing; 4) Identifying nervous and impulsive decisions that can impair success; and 5) Knowing the rules.

Attend this meeting and learn

  • Keys to developing and implementing wealth management strategies
  • Managing volatility
  • Importance of diversification and retirement strategies

About our Speaker

Roy Johnson, Ph.D. is a senior financial representative and investment adviser representative at Principal Financial Group. Johnson has over 30 years of experience in project management, Six Sigma, process improvement and control and team Building. He is a frequent speaker and authority on Six Sigma, leadership, Project Management and process improvement. He has provided Six Sigma green belt, black belt and master black belt training and coaching to many companies over his career with North Carolina State University.

As a senior financial services representative at Principal Securities, Roy has over eight years of industry experience helping clients with retirement and long-term care planning, and provides strategies to help families protect their assets.

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