1st Quarter Investor Virtual Meeting | 2/23/23 | 12 PM PT | Lunchtime Session
Free Financial Quarterly Investor Meeting for our clients and open to guests. Registration Required.
Where: Virtual Meeting hosted via Zoom
When: 12:00 PM PT | 75-90 minute meeting | Lunchtime Session
The agenda will include the following:
-How are the portfolios built to handle the volatility?
-Are you prepared for more volatility in a future choppy market?
-What does rebalancing actually mean and how does it help your portfolio?
-We will look at the mechanics and results of the rebalancing that was done in 2020.
-Understand why it is critical for every portfolio to go through the rebalancing process.
-We will cover the debt ceiling and government shut downs.
We will send you the Zoom meeting link the week of the event. Please login to Zoom 5 minutes prior to the start of class.
RSVP by 11:00AM on February 22, 2023.Back