Description: A project approached correctly has a higher chance of succeeding and being more efficient. Goal-setting is one key to a successful project. In this lecture we give a more detailed description of good goal setting and avoid ambiguous catchy terms.

Description: Learn industry best practices including challenges faced by retirees, such as needing exposure to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior caused by risk aversion. Other topics will include how to set investment objectives which consider the members’ real-world needs and how to build portfolios and implement risk management strategies to meet those objectives. The speaker will provide real-life examples/case studies.