What does the “perfect” retirement portfolio actually look like?

As a CERTIFIED FINANCIAL PLANNER™ professional, I frequently meet investors at opposite ends of the spectrum. Some are heavily exposed to the stock market and have full on market risk. Others have spent years moving from one CD to the next, prioritizing safety but sacrificing the long-term growth needed to keep pace with inflation and a lengthy retirement through purchasing power risk.

There may be a middle ground.

Join us for a complimentary private dinner at Pepperoni Grill in Edmond for an informative discussion about building a portfolio around your financial plan, retirement timeline, risk tolerance, income needs, and ability to stay invested through changing markets.

We’ll discuss:

• Why the best portfolio may be the one you can confidently stick with
• The tradeoffs between CDs, traditional stock and bond portfolios, and other investment solutions.
• Strategies designed to provide varying degrees of downside protection while maintaining participation in market growth
• Creating retirement income without abandoning long-term growth
• How the AI tech boom may influence the markets and portfolio construction moving forward
• How retirees and pre-retirees can evaluate opportunities without taking unnecessary concentration risk
• Why financial planning should drive investment decisions—not headlines, fear, or market predictions