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Susan Mallin

Financial Planner and Associate Portfolio Manager

Watt Carmichael

Susan Mallin is a certified financial planner at Watt Carmichael. Her focus and passion have always been on financial planning. Since 2001, Ms. Mallin has completed thousands of personalized plans for individuals. She has developed a financial planning method designed to be interactive and dynamic in order to focus on specific objectives and goals. This creates a meaningful experience, which provides advice and guidance in areas people value the most.

Watt Carmichael Private Counsel

Speaker Schedule

Wednesday, September 30, 2020 - 2:40 pm to 3:10 pm EDT Aligning Financial Planning and Investment Strategies Focus: STRATEGIES

Susan Mallin, financial planner and chartered investment manager, will break down the session into two parts. Part One - Financial planning: Dealing with estates and succession planning for you and your family. Tips on trusts, beneficiaries, foundations, and power of attorneys. In addition, she will discuss retirement income needs and how to have a multi-level approach. Part Two - Investment strategies to align with your financial plan: Portfolio managers, Christopher Frost and Jeff Leisk, answer the interesting questions regarding portfolio construction and investment strategy to align financial needs with planning realities. Tips with regards to income needs while facing a low interest rate environment. Deciding on an optimal asset allocation and diversification strategy, avoiding common errors. To conclude they will discuss surrounding common traps with buy/sell discipline.


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For questions please contact our Client Relations Team at 800-970-4355 or 941-955-0323.

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