TARGET AUDIENCE:

• Beginners

• Middle-income investors

• Do-It-Yourselfers looking for guidance

• 401(k) Evaluations and Second Opinions  (Risk Assessment and Cost Analysis)

TOPICS AND STORY IDEAS:

• The Not-So-Secret Secrets of Successful Investing^SM (why common sense investing is simple but not easy)

• Hourly-rate, fee-only investment planning:  pros and cons

• Investment Policy Statements:  why they are critical to investment success

• Retirement investment planning

• Behavioral Finance and Investor Psychology (including true-life examples)

• Uniform Prudent Investor Act [UPIA]: protecting the trustee/fiduciary

SPECIALTIES:

• Investment planning and advice to the Middle Market

• Retirement Investment Planning

• Helping trustees comply with the Uniform Prudent Investor Act

• Second opinions and consulting services

READ Kent's Bio and Background Credentials

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