The Right Question: Do you have the optimal investment allocation to complete your life plan successfully?
Join this half-hour webinar, for an exploration of the question and to get access to the latest thinking and discussion from recent Investment Committee meetings, including updates, analysis, and discussion of:
• Current market conditions
• Market valuation
• Leadership trends
• Our current allocation and strategy
Jim Bell, CFP®
President and Founder, Chief Investment Officer
Rohan Nayak, CFP®
Portfolio Manager, Investment Advisor
If you are a client and want to attend, call us at 1.800.700.0089.