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  • Speaker: Peter Konrad and Garrett Konrad

Speaker: Peter Konrad and Garrett Konrad

  • November 30, 2021
  • 2:00 PM
  • Zoom Meeting
  • 19


Registration is closed

   Peter Konrad            Garrett Konrad

Rossmoor Financial Forum members are Thankful to have investments to manage. On Tuesday, November 30th at 2:00 PM, there will be a Zoom meeting highlighting "Strategies for Maximizing Retirement Investments.” The format will be Point-Counterpoint presented by IFC, Integrated Financial Concepts, a father-son team committed to honoring traditional strategies that work while being current with changes in law and business practices.

Peter Konrad, CLU, LUTCF, has over 30 years of experience in the financial services industry. Twenty-one years ago, he founded Integrated Financial Concepts, which is currently an independent state Registered Investment Adviser firm. He has expertise in financial planning, estate planning, and family-owned/closely held business strategies. Son Garrett joined the firm 12 years ago with expertise in retirement income, portfolio management, and family financial planning.

The firm's commitment is to meld decades of industry knowledge with energy to learn and grow constantly. They never want to be like a professional with 30 years of experience that didn't keep up with the last ten years of changes and therefore can't learn, unlearn, and re-learn strategies. We are privileged to have them doing a round-table, point-counter-point discussion of Investment strategies. They will add some year-end strategies.

This Zoom meeting is open to all members of the Financial Forum. Please sign up by clicking on the register button. For information on this event or on becoming a member, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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