Virtual Quarterly Investor Event | Saturday November 19 | 9:00 AM PT

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

Where: Virtual Workshop hosted via Zoom

When: 9:00 AM PT  | 75-90 minute session

The agenda will include the following:

  • Inflation, raising interest rates, recession and war what is going to happen to my investments?
  • What can I expect from my portfolio in both down and up markets?
  • What kind of investments are in my portfolio and why is it built that way?
  • How is my portfolio constructed to take advantage of the dips/crashes in the markets?

Please login to Zoom 5 minutes prior to the start of class.

Event registration is now closed.