FREE INTERACTIVE PRESENTATION

Navigating Rising Rates

How rising interest rates could change the structure of your portfolio risk and what to do today.  

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nathan garcia cfp

Presenter: Nathan Garcia

Time: 2 PM EST

Date: March 4, 2021

What You'll Learn

  • Track market changes and stay current
  • How to measure investment risk
  • Build a plan based on time horizon
  • Use tax deferred accounts for cash flow
  • Key Market Hurdles for 2021
  • Hold multiple currencies in your portfolio
  • Build liquidity ladder for emotional balance
  • Identify the hottest industries and sectors to invest using your personalized plan and timeline

Nathan has been a huge help with showing me how to get organized and see my finances as they are today and what they could be in the future

– ASHLEY NELSON

Join Us Live March 4th @ 2:00 pm E.T.!

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About the Presenter

nathan garcia cfp

Nathan Garcia

Nathan Garcia is the founder of Pocket Planner. After thirteen years as a financial advisor he created the Pocket Plan app to help others build financial freedom with technology. 

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