7 Simple Steps to Manage Your Investments

This presentation teaches an easy-to-follow 7-step process for organizing, coordinating, and managing all your separate investment accounts as one purposeful, overall portfolio. By following these 7 steps you will be better equipped to answer three very important questions about their investments: “what do I own, why do I own it and how am I doing?” Asset allocation, diversification concepts and relevant must-know information is combined with 3 steps to avoid scams and investment fraud to round out this program.

Made possible with funding from the Investor Protection Trust in Washington D.C., through the Michigan Office of Financial and Insurance Regulation, all Investor Education In Your Community courses are non-commercial, free from sales pitches, and available to you through your library – at no cost.  Presented by an unparalleled and dynamic speaker who has instructed over 10,000 Michigan residents, you will receive quality information from a trusted source, without the worry that someone will try to ‘sell’ you something. Learning opportunities get no better than this!