Part of national Money Smart Week.
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.
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!
