A current and interesting perspective on various subjects, from world economics to stock charting. These are lessons on finding companies to invest in or when to stay away from investments that may have financials pitfalls. It is always new and different for both the beginner and the experienced investor.
Here’s your chance to peek under the hood of a Registered Investment Advisor firm.
- See How They Streamline Research
- The Tools They Use for Success
- See How They Devise Strategies for Various Situations
Study how professionals develop investment research that matches current conditions
Professionals guide clients by discussing goals and risks. At this workshop the Advisors at KPP Financial will show you:
- How to Set Goals Appropriate for You
How to Assess Risk Levels and Risk Tolerance
How they Build Portfolios based on Defined Goals and Targeted Risk
Learn how the professionals work with clients to set specific and realistic goals
Learning about the tools and strategies the professionals use can give you insights on reducing risk and optimizing portfolio return. Whether you manage it yourself or team up with a professional, this workshop will help you plan your retirement strategy with confidence,
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