Why Alternatives Investments?

June 9, 2015

Time: 6:00 P.M.
Greg's Grill on the Deschutes
395 SW Powerhouse Drive
Bend, OR 97702

[ Get Directions/View Map ]

June 17, 2015

Time: 6:00 P.M.
Pronghorn Resort
65600 Pronghorn Club Drive
Bend, OR 97701

[ Get Directions/View Map ]

June 18, 2015

Time: 6:00 P.M.
Pronghorn Resort
65600 Pronghorn Club Drive
Bend, OR 97701

[ Get Directions/View Map ]

Advanced Retirement & Asset Protection Strategies Dinner Workshops

You and three guests are cordially invited to attend one of our Advanced Retirement & Asset Protection Strategies workshops! Join us for dinner and learn valuable information that may help increase your income, lower taxes, and keep you on the path toward a comfortable secure retirement. If you have $250,000 or more in investable assets join one of our workshops and learn how to work toward protecting your future standard of living from debt crises, volatile markets, and global economic turmoil. We're in the 7th year of a bull market - What is next?

During the presentation, you will learn how to pursue a proactive secure retirement using 8 important strategies*

  1. Reduce risk and potentially increase returns - "Advance and Protect" vs. "Buy and Hold".
  2. Increase retirement income using the latest portfolio theory research.
  3. Secure long-term care benefits without losing hard-earned assets.
  4. Utilize "Tactical Asset Allocation" and "Strategic & Dynamic Asset Allocation".
  5. Avoid the "land mines" of estate planning.
  6. Reduce capital gains and estate taxes using trust strategies.
  7. Reduce income taxes by maximizing IRA benefits - Roth IRA Converstions & Multi-Generational IRAs.
  8. Learn the benefits of working with non-proprietary independent planners.
* Strategies mentioned seek to achieve stated goals. No strategy ensures success or protection against a loss.

All attendees will receive a copy of Professor Philip Romero's book: "Your Macroeconomic Edge – Investment Strategies for Executives in the Post-Recession World." Prof. Romero teaches at the University of Oregon Business School and serves as an independent consultant to our firm (Prof. Romero is not affiliated nor endorsed by LPL Financial.)


The workshop will be presented by Riaan Nel, managing partner of Detlefsen Nel & Associates. Riaan is a global investment strategist and frequent commentator on global economic issues. He has written numerous articles that address the US national debt crisis and global economy. He has been published several times in newspapers as well as on economic blogging websites. Detlefsen Nel & Associates has been voted one of "Eugene's favorite financial planning firms" for the last 6 consecutive years in The Register-Guard's annual online Readers' Choice Poll.

Riaan Nel

Riaan was raised in South Africa and has lived and worked in the United States for 15 years. Previously he worked as an economics researcher in the South African Parliament. Riaan has been locally interviewed by both TV and radio stations, the Register-Guard, as well as by a leading industry publication. He founded Detlefsen Nel & Associates with Melba Detlefsen in 2003 and they are affiliated with LPL Financial.

Seating is limited.
Make your reservation today by calling:
541-349-0774 or emailing jeff.savage@lpl.com

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial advisor.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

A floating rate bank loan has a variable interest rate. That means its interest rate will go up and down, or "float", to reflect changes in current market rates. Depending on the particular bond, the interest rate may change daily, monthly, quarterly, annually, or at another specified interval. In a declining interest rate environment, prepayment of loans may increase.

Stock investing involves risk including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. * Source: CNN "Your Money."

Securities and financial planning offered through LPL Financial - A Registered Investment Advisor - Member FINRA/SIPC.

Kirk Strohman and Steve Storlic are not affiliated with or endorsed by LPL Financial.

»To learn more about the benefits of Alternative Investments click here.

»To learn more about the risks of Alternative Investments click here.

»To learn more about incorporating Alternative Investments into portfolios click here.