Many of us reach a stage in our lives where we reflect on the past and evaluate what may lie ahead in the future. Planning this “Third Act” may feel nebulous or daunting at times, but defining your life’s purpose doesn’t have to mean changing the world. Joy and fulfillment can come in many forms, and can be as simple as spending time in nature each day, as noble as helping aging or ailing friends and neighbors, or as grand as launching a non-profit organization.
In this virtual event, Executive Coach and Leadership Consultant, Marcy Porus-Gottlieb joined Private Ocean Advisors, Kelly Keydel and Julie Back, for a conversation on how readiness and understanding can help you succeed in the next stage of your journey. (Watch Time: 51:31)
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Ocean, LLC (“Private Ocean”)), or any non-investment related content, made reference to directly or indirectly in this publication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Private Ocean. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is neither a law firm nor a certified public accounting firm and no portion of the published content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available upon request. If you are a Private Ocean client, please remember to contact Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.