Broker Check
23 May
Portfolio Selection Process WEB

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 funds 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 fund selection: A Case Study, fund analysis and screening.

Date and Time

Thu, May 23, 2019

7:00p - 9:00p EST

Location

via Webinar

Event Website
2019-05-23T19:00:00.0000000
2019-05-23T21:00:00.0000000
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