Broker Check
22 May
Portfolio Selection Process

Organizer

Shauna ClientLiaison@EmpowerFA.com

Presenter

Ronald E. Williams, Jr., CFP®

Description

Join us for an evening to learn about the process we use to select the investments and the managers inside the Fixed and Equity portfolios. This is the same process and philosophy we have used since 1999. Come learn more about: Building a portfolio, stock and bond portfolio review, New investment selection: A Case Study, investment analysis and screening.

Date and Time

Wed, May 22, 2019

6:30p - 8:30p EST

Location

Empower Financial Advisory

655 Winding Brook Drive
Glastonbury, CT 06033
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