Complimentary Educational Event:
“Actively Managed Money, What Your Advisor Isn’t Telling You”

Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

Join us at

The Fort Worth Club: 306 W. 7th Street,
Fort Worth, TX 76102
Complimentary validated parking in the parking garage. (Garage located off W 7th Street)

Wednesday, October 9th
at 6:00pm

Check in will begin at 5:30pm

ON THE APPETIZER BAR MENU:

Octoberfest: Warm Mini Pretzels, Assorted Mini Brats with Braised Red Cabbage, Rahr Cheese Drip, Whole Grain Mustard

Tex Mex Mixer: Warm Tortilla Chips and House-Made Salsa, Chicken, Cheese and Black Bean Quesadillas, and Tres Leches Desserts

RESERVE MY SEAT

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

Be our guest for appetizers and an informative event! We’ll see you there.

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Fort Worth Office

1701 River Run, Suite 1100, Fort Worth, TX 76107

Southlake Office

1560 E. Southlake Blvd Southlake, TX 76092

Granbury Office

205 E. Bridge Street, Granbury, TX 76048

Cedar Hill Office

610 Uptown Blvd, Second Floor, Cedar Hill, TX 75104

Abilene Office

3303 North 3rd Street,
Abilene, TX 79603

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Rocky Campbell an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Hybrid Financial Freedom, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Hybrid Financial Freedom, LLC License #1754497, and Rocky Campbell, #25380408.

By contacting Rocky Campbell TX Insurance License #1754497 / Hybrid Financial LLC TX Insurance License #2538408 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!

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