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    Investment Strategies 101

    Thursday, May 9, 2024
    Speaker: David L. Dunn, CPA/PFS, CFP®
    Time: 12:00 PM to 1:00 PM, via Zoom
    30-minute presentation followed by a Q&A

    Mark Twain famously said, “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." With this firmly in mind, this webinar will unravel the paradoxical and counter-intuitive twist and turns of investing that leads many to making critical investment mistakes that can hamstring your hard-earned savings. Whether you are a seasoned vet or just starting out, foundational, time-honored investment principles will be presented to show the surprising wisdom behind successful investing. Don't gamble, be enlightened. Knowledge is the greatest investment!

    During this webinar, you will learn:

    • Balancing investment risk and return: How to determine your mix between stocks and bonds

    • Asset Allocation: Understanding the type of stocks and bonds to include in your portfolio

    • How “time in the stock market,” not “timing the stock market,” can lead to success

    • Principles of selecting mutual funds and exchange trade funds (ETFs)

    • Why you need to know the critical role “dollar-cost-averaging” plays in saving for retirement

    David L. Dunn

    David is a CPA, a Personal Financial Specialist, and a CERTIFIED FINANCIAL PLANNER® professional. David is also an investment advisor representative and employee of Capital Planning LLC. Before his wealth management career, David was employed on the audit staff of PricewaterhouseCoopers(PwC).

    David advises his clients on all aspects of their wealth. Due to the complexity of their wealth profiles, his clients require personalized advice. As such, his role is both active listener and educator. David's three decades of experience and judgement in managing this complexity enables him to advise them on issues ranging from enhancing their portfolio, minimizing taxes, preserving wealth, and transferring wealth to the next generation or charity.

    David received a bachelor's degree in business administration, accounting concentration, from Washington State University.

     

     

    Previous Sessions

    Let us know if you would like materials on any of the previously covered topics.

    Washington State Capital Gains Tax

    Thursday, June 1, 2023

    Alternative Energy Tax Credits

    Thursday, July 20, 2023

    Estate Taxes 101

    Thursday, August 24, 2023

    Financial Planning and the Road to a Tax-Savvy Retirement

    Thursday, October 5, 2023

    Retirement Planning: Pension vs. Lump Sum

    Thursday, November 9, 2023

    529s and Tax-Efficient College Planning

    Thursday, December 7, 2023

    Financial Planning 101

    Thursday, April 11, 2024

    Upcoming Sessions

    Mark your calendars for the next topics coming up. Check back to register.

    Investment Strategies 101

    Thursday, May 9, 2024
    Time: 12:00 PM to 1:00 PM, via Zoom
    Speaker: David L. Dunn, CPA/PFS, CFP®

    Choosing Your Personal Representative

    Thursday, June 6, 2024
    Time: 12:00 PM to 1:00 PM, via Zoom
    Speaker: Jennifer Doehne, JD, LLM, CAP