16 July
ONLINE WEBINAR - Managing Market Volatility


Managing an investment portfolio is a challenge. Recent market cycles have tested many investors' commitment to their long-term investment plans. Understand that while volatility cannot be eliminated, it can potentially be reduced.

Topics covered:

  1. Don't abandon your plan
  2. Review your risk tolerance and allocate appropriately
  3. Implement a Risk Management Strategy
  4. Ensure your investments are diversified
  5. Rebalance periodically or as needed
  6. Consider Defensive Assets not exposed to Market Risk

Reserve your seat today

This is an education event only. There will not be anything for sale during or after the presentation.

Future Events:

Estate Planning Webinar: Thursday, July 23rd 2020 2:00 PM - 2:45 PM

Power of Zero Online Movie Screening: Thursday, July 30th 2020 6:30 PM - 8:00 PM

Date and Time

Thu, Jul 16, 2020

2:00p - 2:45p PST




Presenters: Robert Sousa & Edward Schuh

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