Investment Strategies Before and After Retirement by Gary Ball
This seminar will describe a couple of different investment strategies and answer the question of a member who asked “Should one’s investment strategy change when one’s retired? We will discuss a strategy for investing for retirement and follow up with a strategy for investing during retirement. We will conclude with a proven retirement model which is practical and easy to implement. It has been used by the author for the past 24 years with virtually no changes.
Gary has been an individual investor for 50 years. He has been affiliated with the BetterInvesting organization (NAIC) since 1984. He served as President of the Puget Sound Chapter of BetterInvesting from 1999 until 2002. He served as a National Director for BetterInvesting from 2007 until 2017. He has taught BetterInvesting tools at investment seminars in the northwest for nearly 35 years and has been a seminar presenter every year from 1991 through 2017 at BetterInvesting national conventions. He has been featured in Smart Money, Consumers Digest, and Fortune magazines.
In 1998 he retired as Manager of Investor Relations for Fluke Corporation, an electronics company in Everett, Washington. Prior to that, he held various engineering management positions within the company.
He has served on the adjunct faculty at the University of Washington and taught investment classes in the business school. Gary holds a master’s degree in electrical engineering.