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| Event Name: |
The Informed Investor - Session II |
| Address: |
Cazenovia College campus
Cazenovia, NY
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| Event Date/Time: |
| Starts: |
Wed Oct 20 2010 at 6:15 PM |
| Ends: |
Wed Oct 20 2010 at 9:15 PM |
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| Hosting Organization: |
Cazenovia College OEL |
| Contact Name: |
Sherri Benedict |
| Contact Email Address: |
sjbenedict@cazenovia.edu |
| Contact Phone Number: |
315.655.7288 |
| For More Information: |
Click Here |
| Event Cost: |
$50.00
NOTE: This is always the lowest cost for the event;
always read the description below for full details
about the event, including possible price ranges.
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| Event Description: |
The Informed Investor
Session I: Wednesday, Oct. 13, 6:15 – 9:15 p.m.
Session II: Wednesday, Oct. 20, 6:15 – 9:15 p.m.
Each of us has to plan for the day when we stop working and must rely on savings to fund our living expenses. This course will help you to become an informed investor. Topics covered include developing an investment
strategy, determining your personal risk tolerance, asset allocation, the building blocks of a globally diversified portfolio, and how to
measure and monitor investment performance. The course is designed for the do-it-yourself investor; however I will provide tips on how to
choose and evaluate an investment advisor. The course is taught by fee-only, certified financial planner™ Anthony Farella, principal of
Rockbridge Investment Management, LLC.
Tuition is charged per couple. (1 class) |
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