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Investment Committee Update (for clients only)

Webinar
August 24, 2017, 3 – 3:30 pm
online

In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our current allocation and strategy. Also, investment strategy diversification will be discussed.

Presenters:
Jim Bell, CFP®
President & Founder, Chief Investment Officer
Laurent Harrison, CFP®
Senior Investment Advisor, Financial Planner

If you are a client and want to attend, call us at 1.800.700.0089.

 

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