What's Moving Markets? A Conversation with AFI & Goldman Sachs

Advisors Financial welcomes you to join us for a timely market discussion featuring guest speaker John Tousley, Senior Strategist at Goldman Sachs Asset Management (GSAM), and Steve Tomisek, Chief Investment Officer at AFI. John will share GSAM’s perspectives on the key themes driving markets, including taxes, rates, inflation, and prices, and discuss how investors should weigh these issues as we close out this year and move in to 2022.

Retirement Income Strategies: Planning, Managing and Seeking to Preserve Retirement Income

This interactive, comprehensive webinar will discuss the importance of developing an income strategy to address today’s retirement planning realities. We will explore the top five income risks faced by individuals in retirement: longevity, market volatility, inflation, rising taxes, and health care expenses. In addition, we will review the importance of asset allocation and investment strategies that can help generate and sustain income throughout the retirement years.

AFI Virtual Education Series - Tax Policy

Please join Advisors Financial, Inc and American Funds | Capital Group’s Leslie Geller for a fresh take on the current thinking around upcoming tax policy changes and associated tax and estate planning considerations. This live and interactive session will also address common financial and estate planning complexities and provide expert advice for how to ensure that your estate plan is up-to date.