22
May
Portfolio Selection Process
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