1st Quarter Investor Virtual Meeting | 2/23/23 | 6 PM PT | Evening Session

Free Financial Quarterly Investor Meeting for our clients and open to guests. Registration Required.

Where: Virtual Meeting hosted via Zoom

When: 6:00 PM PT  | 75-90 minute meeting |Evening 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.