Active Portfolio Management Webinar
click for live webinar information
To join the live webinar Thursday, June 24th, at 6:00 PM click join webinar below.
The password to join is: June24
Ever wonder what all goes into building an investment portfolio? Now's your chance to find out!
Join Senior Wealth Advisor Craig Lundquist to get a look behind the scenes at how investment managers construct client portfolios while handling the uncertainties and influence of moving markets.
Event topics will include:
- Market Cycles and Client Experience
- What Market Movements Look Like
- The Impact on Returns
- Thoughts Around Asset Allocation
- Risk Scoring Methodology
- And More!
Event details
Thursday, June 24th
6:00 PM - 7:00 PM CST
Webinar via WebEx: You will need to download the free WebEx desktop or mobile app to attend. You may also install a temporary application that will require you to accept WebEx Terms & Conditions.) You can learn more about WebEx and test it on your computer or device on the WebEx website here.
NOTE: You will receive an email confirmation after registration. You will receive an email with login information for the live webinar the day before the event. A link to join the webinar will also be available on this page on the day of the event.
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