David Rosell

 David Rosell

 

David Rosell

Friday, April 13, 2012
9 – 12 pm (repeated 2 - 5 pm)
Recommended for: Dental Team
3 CE Credits
ODA Course
 
 
 
 
 

 

Financially Sound in 2012: Strategies to Live the Life You Have Imagined

Do you remember the feeling of shear panic?  It was October of 2008 and the market (and likely your retirement account) lost over 37%. Then by January of 2009 we lost another 20%!  Fear and panic were everywhere!  It felt like the world was coming to an end.  Some of the biggest corporations in the world were filing bankruptcy.  Shortly after, the real estate market dropped over 50% in much of Oregon.  It was a scary feeling and it had a massive negative impact on virtually every one of us.
 

You will learn:

  • Investment lessons from Mt. Everest.
  • How can I recover from the financial damage I have endured?
  • The Fragile Risk Zone. What it means and how it affects me and my dental practice.
  • Social IN-Security. Will I ever be able to collect?
  • The invisible enemy and how to win the battle.
  • And more!

There is a recession every 8 ½ years! Will you know how to survive the next one?  I always say, “A goal without a plan is nothing but a wish.”  Don’t wish your way to retirement. You can achieve your financial goals.  Come learn how!
 

 

Mr. Rosell is the Founder and President of Rosell Wealth Management in Bend, OR.  He is a retirement expert who specializes in the accumulation and distribution of his client’s wealth.  He is a recipient of the Certificate in Retirement Planning from the Wharton School of Business.  His company was a select finalist in 2008 for the management of the $500 million Oregon 529 College Fund.  David has been interviewed by CNN Money and NPR for his investment philosophy and has a regular financial television advice segment on Bend Broadband. David has been the Chairman of the Board of the Bend Chamber of Commerce and the City Club of Central Oregon.