Active Portfolio Management Webinar

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Active Portfolio Management Webinar

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

Register to Attend

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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