This distinctive ’how to’ presentation brings plain-English instruction on the principles, process, tools and tactics used to structure a purposeful and well-diversified portfolio that takes into account current economic conditions, market trends, interest rates, the credit cycle, political agendas, legislation and corporate sustainability initiatives. This course concludes with attendees participating in structuring a ‘real world’ portfolio based upon a specific set of criteria.
Financial-related cable shows provide lively discussion and commentary on the markets and the internet provides a variety of websites for analyzing and selecting securities. But neither adequately answers the single most important question of investors: “How do I go about structuring a
portfolio that increases the probability of me meeting my long-term investment objective?” This experiential-based workshop offers the most effective format for learning and retaining knowledge and was developed in direct response to requests from consumers across Michigan for a practical ‘how-to’ follow-up to the highly-successful entry-level Investor Education In Your Community sessions.
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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!
