Among the issues and questions we intend to address:
* Confronting the “Threshold Limit” in the value of your Portfolio: As credit markets seized up and
stock markets incurred steep losses you may have made an ad hoc decision to change the
structure of your portfolio. This decision may have been driven by a decline in portfolio value to
your threshold limit – i.e., the level at which you are unwilling to incur further losses. Are there
wealth management strategies that anticipate this decision, or even set it in motion at a
predetermined level?
* Evaluating the impact of the Financial Crisis on your personal circumstances: The recent declines
in the stock market have likely changed your position relative to your primary objectives, such as
providing for a comfortable retirement. What tools are available to reevaluate your position,
compare portfolio options, and reliably project the odds that you will succeed in the future?
* Coming to grips with a change in your tolerance for risk: Risk has taken on a new meaning for
many investors, for obvious reasons. How can you reassess your risk tolerance, and then use this
information to adjust the structure of your portfolio? Should you consider shifting to an
alternative wealth management strategy?

Call us to reserve your seat: 415-291-3000