
Description
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:
- Don't abandon your plan
- Review your risk tolerance and allocate appropriately
- Implement a Risk Management Strategy
- Ensure your investments are diversified
- Rebalance periodically or as needed
- 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 WEBINAR EVENTS:
Estate Planning: Thursday 10/15/2020 1:30 or 6:30
Don't Worry, Retire Happy: Thursday 10/22/2020 1:30 or 6:30
Taxes in Retirement: Thursday 10/29/2020 1:30 or 6:30
Date and Time
Thu, Oct 08, 2020
1:30p - 2:15p PST
Location
ONLINE
Note
Presenters: Robert Sousa & Edward Schuh