Investment Committee Update – June 2017 (for clients only)

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
  • Our current allocation and strategy

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 for registration info.

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