by Isaac Presley, CFA
“The more you know, the more you know you don’t know.” ― Aristotle
Intel employees and therefore most of our clients—given our focus on providing ongoing financial planning and investment management to current and former Intel employees—are a sharp bunch. We work with smart people. But, while they know a lot, as Aristotle quips, knowledge makes you more sensitive to and aware of what you don’t know.
And given the current turmoil at Intel, there are a lot of people transitioning out of Intel. Many of these know there’s a lot they don’t know and don’t know where to start. This can be frustrating, overwhelming, or both.
We want to help.
Next Tuesday, Cordant is co-sponsoring an event with Social Venture Partners Portland and their Encore Fellows program. SVP’s Encore program gives Intel retirees an on-ramp to a life of passion and purpose that taps your skills and interests. But if you’re like most, you are overwhelmed with navigating the many financial decisions that come with the transition.
So, on June 14th, we will be presenting free evening workshop on navigating the financial considerations of this transition. We will share:
- The most important wealth areas to address in retirement
- Valuable resources to address these areas
- Guidance on weeding through the health insurance maze
- How to generate a paycheck from your investments to fuel your desire to make a difference
If you, or someone you know, is interested in learning more about making this financial transition or learning more about the Encore Fellows program, you can register for the event here or by clicking below.
We look forward to seeing you next week and to helping you start the next chapter of your life!
Click here for disclosures regarding information contained in blog postings.
Cordant, Inc. is not affiliated or associated with, or endorsed by, Intel.
Published on June 09, 2016
Isaac Presley, CFA
Isaac Presley is the President and Director of Investments for Cordant, a wealth management firm serving current and former Intel employees. To learn more, you can read Isaac’s full bio.