Breakout Session

60-Minute Workshop

Breaking Down the Financial Independence, Retire Early Movement: What Financial Planners Need to Know

Level of Complexity: Overview

Speaker(s)

• 

  Roger Ma, CFP, CDFA

  Founder and Financial Planner
  lifelaidout

There have been a growing number of those in their 20's and 30's gravitating toward the financial independence, retire early movement, or FIRE for short. This talk will break down when this movement began and how it has increased in popularity in recent years. The discussion will focus on the positive financial and life strategies that have grown out of the movement as well as the potential downsides.

Learning Objectives:

• Understand the basics of the financial independence, retire early (“FIRE”) movement.
• Describe philosophies of FIRE and which strategies could be beneficial to their clients.
• Identify the downsides of FIRE.