Michael Cox, CFP
Asset Allocation Making Your Assets Work for You NC24
Saturday, June 14
10:00 AM-12:00 PM
FINANCIAL PLANNING / NON-CE CREDITS 2
AUDIENCE: D A H BA LT G
You’ve worked hard for you assets. Let them do the same for you. Every investor differs in his or her goals, tolerance for rise and time horizon- but we can all benefit from a disciplined approach to asset allocation. This foundational principle of investing can have a profound effect upon your financial future. Will you asset allocation support you long-term goals? Does it allow you to take advantage of tactical opportunities? Are you truly diversified? To learn ho attend our informative seminar.
This lecture is fully sponsored by Morgan Stanley.